JPL Wealth Management’s Thomson Reuters TRI Stock Holding History

JPL Wealth Management’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.02M	Sell
2025 Q1	$5.26M	Buy
2024 Q4	$4.72M	Buy
2024 Q2	$3.82M	Buy
2024 Q1	$3.13M	Buy
2023 Q4	$2.6M	Buy