GJWM
Gilliland Jeter Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,564
| Closed | -$154K | – | 345 |
|
|
2024
Q3 | $154K | Buy |
2,564
+13
| +0.5% | +$778 | 0.05% | 188 |
|
|
2024
Q2 | $152K | Buy |
2,551
+13
| +0.5% | +$775 | 0.05% | 183 |
|
|
2024
Q1 | $151K | Sell |
2,538
-2,344
| -48% | -$140K | 0.05% | 188 |
|
|
2023
Q4 | $291K | Buy |
+4,882
| New | +$291K | 0.12% | 132 |
|