JWM
JPL Wealth Management’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Sell |
29,920
-545
| -2% | -$110K | 1.62% | 13 |
|
|
2025
Q1 | $5.26M | Buy |
30,465
+1,023
| +3% | +$177K | 1.5% | 15 |
|
|
2024
Q4 | $4.72M | Buy |
+29,442
| New | +$4.72M | 1.35% | 18 |
|
|
2024
Q2 | $3.82M | Buy |
22,670
+2,599
| +13% | +$438K | 1.87% | 12 |
|
|
2024
Q1 | $3.13M | Buy |
20,071
+2,264
| +13% | +$353K | 1.73% | 17 |
|
|
2023
Q4 | $2.6M | Buy |
+17,807
| New | +$2.6M | 1.88% | 10 |
|