FirstPurpose Wealth LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, FirstPurpose Wealth LLC opened 12 positions, added to 44, reduced 59, sold out of 10 and left 8 unchanged. The largest increase in value was GLDM (+$663,112); the largest decrease was NOC (-$1,940,908).
- NOC: Country of operation United States; Class COM; Shares 2023-12-31 4,146; Shares 2024-03-31 0.
- PYPL: Country of operation United States; Class COM; Shares 2023-12-31 9,317; Shares 2024-03-31 0.
- GILD: Country of operation United States; Class COM; Shares 2023-12-31 2,856; Shares 2024-03-31 0.
- TDY: Country of operation United States; Class COM; Shares 2023-12-31 486; Shares 2024-03-31 0.
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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