Gilliland Jeter Wealth Management’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,133
Closed -$15.9K 703
2024
Q2
$15.9K Hold
2,133
0.01% 405
2024
Q1
$16.4K Buy
+2,133
New +$16.2K 0.01% 389

Gilliland Jeter Wealth Management's MFD Position: Q3 2024 in Review

Gilliland Jeter Wealth Management sold out of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) in Q3 2024, closing a stake of 2,133 shares — an estimated $15.9K sold.

Gilliland Jeter Wealth Management first reported a position in MFD in Q1 2024 and held it in 2 quarters. The position peaked at $16.4K in Q1 2024. 0 funds tracked by Wall St. Rank hold MFD as of Q3 2024.

  • Gilliland Jeter Wealth Management reported no remaining Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position as of Q3 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 2,133 Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund shares in Q3 2024, an estimated $15.9K.
  • Gilliland Jeter Wealth Management first reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in Q1 2024 and held it in 2 quarters.
  • Gilliland Jeter Wealth Management's Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position peaked at $16.4K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund as of Q3 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.