Bromfield Sneider Wealth Advisors quarter change: USA Everything Else, Unchanged
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, Bromfield Sneider Wealth Advisors opened 0 positions, added to 0, reduced 0, sold out of 0 and left 2 unchanged. The largest increase in value was Hubbell Inc Cl B (+$9,474); the largest decrease was Ky Rrl Wtr Fin C (-$47).
- Hubbell Inc Cl B: Country of operation —; Class Title of Class; Shares 2023-12-31 110; Shares 2024-03-31 110.
- Ky Rrl Wtr Fin C: Country of operation —; Class Title of Class; Shares 2023-12-31 5,000; Shares 2024-03-31 5,000.
Two Form 13F-HR filings compared (SEC CIK 1891795): 2023-12-31 (filed 2024-01-05) and 2024-03-31 (filed 2024-04-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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