KARPAS STRATEGIES, LLC quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, KARPAS STRATEGIES, LLC opened 0 positions, added to 2, reduced 1, sold out of 0 and left 3 unchanged. The largest increase in value was BROOKFIELD RENEWABLE CORP CL A SUB VTG (+$244,971); the largest decrease was BERKSHIRE HATHAWAY INC DEL CL A (-$155,393).
- BROOKFIELD RENEWABLE CORP CL A SUB VTG: Country of operation —; Class Stock; Shares 2024-03-31 59,850; Shares 2024-06-30 60,447.
- BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A: Country of operation —; Class Stock; Shares 2024-03-31 75,972; Shares 2024-06-30 77,525.
Two Form 13F-HR filings compared (SEC CIK 1127544): 2024-03-31 (filed 2024-05-06) and 2024-06-30 (filed 2024-07-30). 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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