Jamison Private Wealth Management’s Global X Cannabis ETF POTX Stock Holding History

Jamison Private Wealth Management’s Portfolio POTX Stock Details POTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-16	Closed	-$94	–	534
2023 Q4	$94	Hold	16	–	–	﹤0.01%	395
2023 Q3	$107	Buy	+16	New	+$111	﹤0.01%	392

Other funds holding POTX

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Jamison Private Wealth Management's POTX Position: Q1 2024 in Review

Jamison Private Wealth Management sold out of Global X Cannabis ETF (POTX) in Q1 2024, closing a stake of 16 shares — an estimated $94 sold.

Jamison Private Wealth Management first reported a position in POTX in Q3 2023 and held it in 2 quarters. The position peaked at $107 in Q3 2023. 1 fund tracked by Wall St. Rank holds POTX as of Q1 2024.

Jamison Private Wealth Management reported no remaining Global X Cannabis ETF position as of Q1 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 16 Global X Cannabis ETF shares in Q1 2024, an estimated $94.
Jamison Private Wealth Management first reported a position in Global X Cannabis ETF in Q3 2023 and held it in 2 quarters.
Jamison Private Wealth Management's Global X Cannabis ETF position peaked at $107 in Q3 2023.
1 fund tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2024.

Based on Jamison Private Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.