GJWM
Gilliland Jeter Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
4,774
+6
| +0.1% | +$268 | 0.07% | 168 |
|
|
2025
Q1 | $213K | Sell |
4,768
-98
| -2% | -$4.37K | 0.08% | 165 |
|
|
2024
Q4 | $212K | Buy |
4,866
+7
| +0.1% | +$305 | 0.07% | 162 |
|
|
2024
Q3 | $221K | Sell |
4,859
-131
| -3% | -$5.96K | 0.07% | 162 |
|
|
2024
Q2 | $203K | Buy |
4,990
+7
| +0.1% | +$285 | 0.07% | 162 |
|
|
2024
Q1 | $210K | Sell |
4,983
-994
| -17% | -$42K | 0.07% | 163 |
|
|
2023
Q4 | $242K | Buy |
+5,977
| New | +$242K | 0.1% | 149 |
|