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FirstPurpose Wealth LLC Historic Quarter Change: USA Other Stocks, Added

FirstPurpose Wealth LLC historic quarter change: USA Other Stocks, Added

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, FirstPurpose Wealth LLC opened 1 positions, added to 1, reduced 1 and sold out of 3.

  • Q1 2024: Stock QURATE RETAIL INC; Country of operation United States; Class COM SER A; Shares before 15,344.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2024QURATE RETAIL INC
CUSIP 74915M100
United StatesCOM SER A15,34415,711+367$13,434$15,868+$2,4342024-04-23

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