GJWM
Gilliland Jeter Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Buy |
14,734
+24
| +0.2% | +$1.42K | 0.28% | 74 |
|
|
2025
Q1 | $807K | Buy |
14,710
+16
| +0.1% | +$878 | 0.29% | 78 |
|
|
2024
Q4 | $868K | Buy |
14,694
+10
| +0.1% | +$591 | 0.29% | 74 |
|
|
2024
Q3 | $856K | Buy |
14,684
+5
| +0% | +$291 | 0.28% | 78 |
|
|
2024
Q2 | $841K | Buy |
14,679
+4
| +0% | +$229 | 0.28% | 75 |
|
|
2024
Q1 | $840K | Buy |
14,675
+2
| +0% | +$114 | 0.29% | 76 |
|
|
2023
Q4 | $756K | Buy |
+14,673
| New | +$756K | 0.31% | 83 |
|