JWM
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Jessup Wealth Management’s MSCI MSCI Stock Holding History

Jessup Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,851
Closed -$7.75M – 74
2023
Q1 		$7.75M Buy
13,851
+2,464
+22% +$1.38M 4.59% 6
2022
Q4 		$5.3M Buy
+11,387
New +$5.3M 3.36% 7