JWM
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JFG Wealth Management’s Permian Resources PR Stock Holding History

JFG Wealth Management’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-70,677
Closed -$979K – 80
2025
Q1 		$979K Sell
70,677
-17,352
-20% -$240K 0.22% 33
2024
Q4 		$1.27M Buy
+88,029
New +$1.27M 0.29% 34