FirstPurpose Wealth LLC quarter change: USA Preferred Shares, Added
In preferred shares (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, FirstPurpose Wealth LLC opened 0 positions, added to 0, reduced 2, sold out of 0 and left 0 unchanged. The largest increase in value was PFFR (-$117,364); the largest decrease was PFF (-$385,667).
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.
No position of this class changed this way between the two filings.
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