FirstPurpose Wealth LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2023-12-31 to 2024-03-31, FirstPurpose Wealth LLC opened 0 positions, added to 3, reduced 3, sold out of 0 and left 0 unchanged. The largest increase in value was NVO (+$228,147); the largest decrease was DEO (-$50,978).
- ULXXXX: Country of operation —; Class SPON ADR NEW; Shares 2023-12-31 9,057; Shares 2024-03-31 10,671.
- HLN: Country of operation —; Class SPON ADS; Shares 2023-12-31 15,463; Shares 2024-03-31 20,764.
- SONY: Country of operation —; Class SPONSORED ADR; Shares 2023-12-31 3,299; Shares 2024-03-31 3,356.
Two Form 13F-HR filings compared (SEC CIK 1913420): 2023-12-31 (filed 2024-04-23) and 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; share change is the position change.
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