GJWM
AVK

Gilliland Jeter Wealth Management’s Advent Convertible and Income Fund AVK Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio AVK Stock Details AVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,127
Closed -$60.2K – 207
2024
Q3 		$60.2K Buy
5,127
+10
+0.2% +$117 0.02% 283
2024
Q2 		$59.4K Buy
5,117
+199
+4% +$2.31K 0.02% 272
2024
Q1 		$57.2K Buy
+4,918
New +$57.2K 0.02% 277