FirstPurpose Wealth LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, FirstPurpose Wealth LLC opened 6 positions, added to 44, reduced 19 and sold out of 8.
- Q1 2024: Stock EJAN; Country of operation —; Class EMRGNG MKT JAN; Shares before 32,783.
- Q1 2024: Stock LQD; Country of operation —; Class IBOXX INV CP ETF; Shares before 4,491.
- Q1 2024: Stock MCHI; Country of operation —; Class MSCI CHINA ETF; Shares before 11,942.
- Q1 2024: Stock DFJ; Country of operation —; Class JP SMALLCP DIV; Shares before 5,413.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1913420), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
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