GJWM
Gilliland Jeter Wealth Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-71
| Closed | -$8.72K | – | 537 |
|
|
2024
Q3 | $8.72K | Sell |
71
-6,166
| -99% | -$757K | ﹤0.01% | 467 |
|
|
2024
Q2 | $771K | Buy |
6,237
+96
| +2% | +$11.9K | 0.26% | 81 |
|
|
2024
Q1 | $789K | Buy |
6,141
+94
| +2% | +$12.1K | 0.27% | 80 |
|
|
2023
Q4 | $674K | Buy |
+6,047
| New | +$674K | 0.28% | 87 |
|