FirstPurpose Wealth LLC historic quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 1 quarter from 2023-12-31 to 2024-03-31, FirstPurpose Wealth LLC opened 0 positions, added to 3, reduced 3 and sold out of 0.
- Q1 2024: Stock ULXXXX; Country of operation —; Class SPON ADR NEW; Shares before 9,057.
- Q1 2024: Stock HLN; Country of operation —; Class SPON ADS; Shares before 15,463.
- Q1 2024: Stock SONY; Country of operation —; Class SPONSORED ADR; Shares before 3,299.
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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