JPWM
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Jamison Private Wealth Management’s Tema Durable Quality ETF TOLL Stock Holding History

Jamison Private Wealth Management’s Portfolio TOLL Stock Details TOLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-137
Closed -$4.63K – 444
2024
Q3 		$4.63K Buy
+137
New +$4.47K ﹤0.01% 384

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Jamison Private Wealth Management's TOLL Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Tema Durable Quality ETF (TOLL) in Q4 2024, closing a stake of 137 shares — an estimated $4.63K sold.

Jamison Private Wealth Management first reported a position in TOLL in Q3 2024 and held it in 1 quarter. The position peaked at $4.63K in Q3 2024. 6 funds tracked by Wall St. Rank hold TOLL as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Tema Durable Quality ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 137 Tema Durable Quality ETF shares in Q4 2024, an estimated $4.63K.
  • Jamison Private Wealth Management first reported a position in Tema Durable Quality ETF in Q3 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Tema Durable Quality ETF position peaked at $4.63K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Tema Durable Quality ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.