JPWM
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Jamison Private Wealth Management’s Information Services Group III Stock Holding History

Jamison Private Wealth Management’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,000
Closed – – 323
2024
Q3 		$0 Hold
5,000
– – ﹤0.01% 473
2024
Q2 		$0 Hold
5,000
– – ﹤0.01% 481
2024
Q1 		$0 Buy
+5,000
New – ﹤0.01% 498