PJWM
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Philip James Wealth Mangement’s NuScale Power SMR Stock Holding History

Philip James Wealth Mangement’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.17M Sell
29,630
-85,859
-74% -$3.4M 0.15% 82
2025
Q1 		$1.64M Sell
115,489
-12,230
-10% -$173K 0.2% 64
2024
Q4 		$2.29M Sell
127,719
-15,315
-11% -$275K 0.3% 58
2024
Q3 		$1.66M Buy
+143,034
New +$1.66M 0.2% 65