FirstPurpose Wealth LLC quarter change: Foreign Stocks, Reduced
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).
- NVO: Country of operation —; Class ADR; Shares 2023-12-31 12,215; Shares 2024-03-31 11,941.
- SAP: Country of operation —; Class SPON ADR; Shares 2023-12-31 3,764; Shares 2024-03-31 3,698.
- DEO: Country of operation —; Class SPON ADR NEW; Shares 2023-12-31 1,789; Shares 2024-03-31 1,473.
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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