Sweet Financial Partners, LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-06-30 to 2024-09-30, Sweet Financial Partners, LLC opened 0 positions, added to 1, reduced 1, sold out of 0 and left 2 unchanged. The largest increase in value was RIO (+$72,205); the largest decrease was BP (-$51,769).
- RIO: Country of operation —; Class SPONSORED ADR; Shares 2024-06-30 12,953; Shares 2024-09-30 13,014.
Two Form 13F-HR filings compared (SEC CIK 1908936): 2024-06-30 (filed 2024-07-18) and 2024-09-30 (filed 2024-10-16). 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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