GJWM
Gilliland Jeter Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
2,141
-7
| -0.3% | -$3.69K | 0.37% | 61 |
|
|
2025
Q1 | $1.09M | Sell |
2,148
-278
| -11% | -$141K | 0.39% | 57 |
|
|
2024
Q4 | $1.21M | Sell |
2,426
-32
| -1% | -$15.9K | 0.41% | 54 |
|
|
2024
Q3 | $1.27M | Buy |
2,458
+1
| +0% | +$517 | 0.41% | 53 |
|
|
2024
Q2 | $1.1M | Buy |
2,457
+2
| +0.1% | +$892 | 0.37% | 62 |
|
|
2024
Q1 | $1.04M | Sell |
2,455
-117
| -5% | -$49.8K | 0.36% | 64 |
|
|
2023
Q4 | $1.13M | Buy |
+2,572
| New | +$1.13M | 0.47% | 60 |
|