GJWM
Gilliland Jeter Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,288
| Closed | -$85K | – | 320 |
|
|
2024
Q3 | $85K | Sell |
1,288
-3,750
| -74% | -$247K | 0.03% | 240 |
|
|
2024
Q2 | $465K | Sell |
5,038
-46
| -0.9% | -$4.25K | 0.16% | 111 |
|
|
2024
Q1 | $486K | Sell |
5,084
-641
| -11% | -$61.3K | 0.17% | 113 |
|
|
2023
Q4 | $437K | Buy |
+5,725
| New | +$437K | 0.18% | 109 |
|