JWM
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JFG Wealth Management’s Gartner IT Stock Holding History

JFG Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-642
Closed -$269K – 76
2025
Q1 		$269K Sell
642
-23
-3% -$9.65K 0.06% 70
2024
Q4 		$322K Buy
+665
New +$322K 0.07% 75