FirstPurpose Wealth LLC 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), from the quarter ended 2023-12-31 to 2024-03-31, FirstPurpose Wealth LLC opened 1 positions, added to 1, reduced 1, sold out of 3 and left 0 unchanged. The largest increase in value was KULR TECHNOLOGY GROUP INC (+$8,657); the largest decrease was COOPER COS INC (-$385,630).
- QURATE RETAIL INC: Country of operation United States; Class COM SER A; Shares 2023-12-31 15,344; Shares 2024-03-31 15,711.
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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