GJWM
Gilliland Jeter Wealth Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
78,615
-78
| -0.1% | -$1.48K | 0.49% | 48 |
|
|
2025
Q1 | $1.47M | Sell |
78,693
-439
| -0.6% | -$8.21K | 0.52% | 49 |
|
|
2024
Q4 | $1.47M | Sell |
79,132
-1,960
| -2% | -$36.5K | 0.5% | 48 |
|
|
2024
Q3 | $1.53M | Buy |
81,092
+215
| +0.3% | +$4.04K | 0.49% | 50 |
|
|
2024
Q2 | $1.47M | Sell |
80,877
-1,535
| -2% | -$28K | 0.5% | 49 |
|
|
2024
Q1 | $1.5M | Sell |
82,412
-3,512
| -4% | -$63.7K | 0.52% | 48 |
|
|
2023
Q4 | $1.5M | Buy |
+85,924
| New | +$1.5M | 0.62% | 44 |
|