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FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

PKST holding history

Peakstone Realty Trust in every 13F filed by FirstPurpose Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PKST overviewAll 13F holders of PKSTFull Q1 2024 holdings

Shares (Q1 2024)
15,129
Value
$218.2K
% of portfolio
0.1%
Quarters held
4
Since Q2 2023
Holdings of PKST by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202415,129$218.2K0.1%−2,490−14.1%ReducedHolders
Q4 202317,619$351.1K0.1%−4,205−19.3%ReducedHolders
Q3 202321,824$363.2K0.2%−1,937−8.2%ReducedHolders
Q2 202323,761$663.4K0.3%+23,761NewHolders