GJWM
Gilliland Jeter Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
8,987
-39
| -0.4% | -$5.75K | 0.43% | 51 |
|
|
2025
Q1 | $1.18M | Sell |
9,026
-198
| -2% | -$26K | 0.42% | 54 |
|
|
2024
Q4 | $1.22M | Buy |
9,224
+4
| +0% | +$527 | 0.41% | 53 |
|
|
2024
Q3 | $1.25M | Buy |
9,220
+42
| +0.5% | +$5.69K | 0.4% | 54 |
|
|
2024
Q2 | $1.12M | Buy |
9,178
+2
| +0% | +$244 | 0.38% | 61 |
|
|
2024
Q1 | $1.16M | Buy |
9,176
+2
| +0% | +$252 | 0.4% | 60 |
|
|
2023
Q4 | $1.05M | Buy |
+9,174
| New | +$1.05M | 0.43% | 64 |
|