GJWM
Gilliland Jeter Wealth Management’s i3 Verticals IIIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
8,400
| – | – | 0.08% | 163 |
|
|
2025
Q1 | $207K | Buy |
+8,400
| New | +$207K | 0.07% | 168 |
|
|
2024
Q4 | – | Sell |
-8,400
| Closed | -$179K | – | 395 |
|
|
2024
Q3 | $179K | Hold |
8,400
| – | – | 0.06% | 177 |
|
|
2024
Q2 | $185K | Hold |
8,400
| – | – | 0.06% | 170 |
|
|
2024
Q1 | $192K | Buy |
+8,400
| New | +$192K | 0.07% | 168 |
|