JPWM
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Jamison Private Wealth Management’s Heritage Global HGBL Stock Holding History

Jamison Private Wealth Management’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,000
Closed – – 199
2024
Q4 		$0 Hold
16,000
– – ﹤0.01% 312
2024
Q3 		$0 Hold
16,000
– – ﹤0.01% 470
2024
Q2 		$0 Hold
16,000
– – ﹤0.01% 474
2024
Q1 		$0 Buy
+16,000
New – ﹤0.01% 495