GJWM
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Gilliland Jeter Wealth Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,000
Closed -$167K 352
2024
Q3
$167K Hold
3,000
0.05% 185
2024
Q2
$155K Hold
3,000
0.05% 181
2024
Q1
$163K Buy
+3,000
New +$163K 0.06% 181