GJWM
Gilliland Jeter Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $857K | Buy |
15,728
+3,738
| +31% | +$204K | 0.28% | 77 |
|
2025
Q1 | $585K | Buy |
11,990
+1,091
| +10% | +$53.2K | 0.21% | 99 |
|
2024
Q4 | $559K | Buy |
10,899
+3,453
| +46% | +$177K | 0.19% | 102 |
|
2024
Q3 | $368K | Buy |
7,446
+1,539
| +26% | +$76.1K | 0.12% | 131 |
|
2024
Q2 | $277K | Buy |
5,907
+2,353
| +66% | +$110K | 0.09% | 144 |
|
2024
Q1 | $158K | Buy |
+3,554
| New | +$158K | 0.06% | 185 |
|