RAFFA 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 2026-03-31 to 2026-06-30, RAFFA WEALTH MANAGEMENT, LLC opened 7 positions, added to 61, reduced 8, sold out of 1 and left 33 unchanged. The largest increase in value was TSM (+$48,209); the largest decrease was SNY (-$3,773).
- UMC: Country of operation —; Class ADR; Shares 2026-03-31 610; Shares 2026-06-30 421.
- NOK: Country of operation —; Class ADR; Shares 2026-03-31 1,170; Shares 2026-06-30 1,151.
- SNY: Country of operation —; Class ADR; Shares 2026-03-31 127; Shares 2026-06-30 55.
- TM: Country of operation —; Class ADR; Shares 2026-03-31 42; Shares 2026-06-30 38.
Two Form 13F-HR filings compared (SEC CIK 1631073): 2026-03-31 (filed 2026-07-27) and 2026-06-30 (filed 2026-07-27). 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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