JWM
PINE

Jeppson Wealth Management’s Alpine Income Property Trust PINE Stock Holding History

Jeppson Wealth Management’s Portfolio PINE Stock Details PINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$152K Buy
+10,307
New +$152K 0.05% 203
2023
Q1 		– Sell
-13,140
Closed -$251K – 206
2022
Q4 		$251K Buy
13,140
+1,035
+9% +$19.7K 0.11% 170
2022
Q3 		$196K Buy
+12,105
New +$196K 0.09% 182