GJWM
SOR

Gilliland Jeter Wealth Management’s Source Capital SOR Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-172
Closed -$7.66K – 568
2024
Q3 		$7.66K Hold
172
– – ﹤0.01% 477
2024
Q2 		$7.61K Hold
172
– – ﹤0.01% 466
2024
Q1 		$7.31K Buy
+172
New +$7.31K ﹤0.01% 461