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  Name: JAMISON PRIVATE WEALTH MANAGEMENT INC.
  City: MILTON
  State: GA
  Zip: 30004
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $591,508,000
  Total Value Change : $57,510,000
  Securities Held Change : 124
   
All Securities Held : 520
  New Positions : 139
  Closed Positions : 15
  Increased Positions : 196
  Unchanged Positions : 111
  Decreased Positions : 74

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Holdings Found : 15     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BBUC)1 Year Chart         BBUC Brookfield Business Ord Shs... 462 Closed $21.46 $0 0 0% -47,000 -2,028 0    N/A
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 527 Closed $3.58 $0 0 0% -446,000 -43,551 0    Savings & Loans
   (ARMR)1 Year Chart         ARMR Armor Us Equity Index Etf 533 Closed $0.00 $0 0 0% -6,000 -303 0    N/A
   (DOCN)1 Year Chart         DOCN Digitalocean Holdings, Inc. 526 Closed $0.00 $0 0 0% -2,000 -50 0    N/A
   (POTX)1 Year Chart         POTX Global X Cannabis Etf 532 Closed $5.16 $0 0 0% 0 -16 0    N/A
   (INCR)1 Year Chart         INCR Intercure Ord Shs 510 Closed $0.00 $0 0 0% 0 -201 0    N/A
   (FITB)1 Year Chart         FITB Fifth Third Bancorp 531 Closed $38.48 $0 0 0% -8,000 -230 0    Domestic Regional Banks
   (WW)1 Year Chart         WW WW International 509 Closed $37.35 $0 0 0% -1,000 -81 0    Personal Services
   (CMP)1 Year Chart         CMP Compass Minerals Internatio... 530 Closed $13.46 $0 0 0% -59,000 -2,346 0    Specialty Chemicals
   (BOWL)1 Year Chart         BOWL Bowlero Ord Shs Class A 469 Closed $0.00 $0 0 0% -18,000 -1,259 0    N/A
   (PLUG)1 Year Chart         PLUG Plug Power Inc 529 Closed $2.52 $0 0 0% -2,000 -418 0    Industrial Electrical...
   (PSK)1 Year Chart         PSK SPDR Series Trust 535 Closed $33.56 $0 0 0% -77,000 -2,287 0    Closed - End Fund - Debt
   (K)1 Year Chart         K Kellanova 463 Closed $62.33 $0 0 0% -40,000 -723 0    Food - Major Diversified
   (DOC)1 Year Chart         DOC Physicians Realty Trust 528 Closed $11.23 $0 0 0% -670,000 -50,333 0    N/A
   (CHPT)1 Year Chart         CHPT ChargePoint Holdings, Inc 534 Closed $0.00 $0 0 0% -2,000 -683 0    N/A
      15 Records Found
  1    
Page 1 of 1
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