KEATING WEALTH MANAGEMENT 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, KEATING WEALTH MANAGEMENT LLC opened 0 positions, added to 0, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was SHEL (-$6,482); the largest decrease was SHEL (-$6,482).
- SHEL: Country of operation —; Class SPON ADS; Shares 2023-12-31 4,342; Shares 2024-03-31 4,165.
Two Form 13F-HR filings compared (SEC CIK 1922796): 2023-12-31 (filed 2024-01-12) and 2024-03-31 (filed 2024-04-18). 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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