JWM
CORE

Jeppson Wealth Management’s Core Mark Holding Co., Inc. CORE Stock Holding History

Jeppson Wealth Management’s Portfolio CORE Stock Details CORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,900
Closed -$55K – 499
2020
Q3 		$55K Buy
+1,900
New +$55K 0.04% 213