JWM
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JFG Wealth Management’s Zillow Z Stock Holding History

JFG Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,000
Closed -$289K – 83
2023
Q4 		$289K Buy
+5,000
New +$289K 0.08% 58