JWS
Juncture Wealth Strategies’s Axcelis ACLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,446
| Closed | -$206K | – | 121 |
|
|
2024
Q2 | $206K | Sell |
1,446
-708
| -33% | -$101K | 0.09% | 110 |
|
|
2024
Q1 | $240K | Sell |
2,154
-3,458
| -62% | -$386K | 0.1% | 98 |
|
|
2023
Q4 | $728K | Sell |
5,612
-1,892
| -25% | -$245K | 0.33% | 56 |
|
|
2023
Q3 | $1.22M | Buy |
7,504
+1,784
| +31% | +$291K | 0.6% | 37 |
|
|
2023
Q2 | $1.05M | Sell |
5,720
-1,457
| -20% | -$267K | 0.49% | 35 |
|
|
2023
Q1 | $956K | Sell |
7,177
-9,016
| -56% | -$1.2M | 0.47% | 39 |
|
|
2022
Q4 | $1.29M | Sell |
16,193
-1,272
| -7% | -$101K | 0.61% | 34 |
|
|
2022
Q3 | $1.06M | Sell |
17,465
-5,805
| -25% | -$352K | 0.53% | 37 |
|
|
2022
Q2 | $1.28M | Sell |
23,270
-1,142
| -5% | -$62.6K | 0.63% | 33 |
|
|
2022
Q1 | $1.84M | Buy |
24,412
+167
| +0.7% | +$12.6K | 0.88% | 27 |
|
|
2021
Q4 | $1.81M | Buy |
24,245
+391
| +2% | +$29.2K | 0.86% | 28 |
|
|
2021
Q3 | $1.12M | Buy |
23,854
+1,584
| +7% | +$74.5K | 0.59% | 34 |
|
|
2021
Q2 | $981K | Buy |
22,270
+3,922
| +21% | +$173K | 0.56% | 37 |
|
|
2021
Q1 | $701K | Sell |
18,348
-553
| -3% | -$21.1K | 0.44% | 50 |
|
|
2020
Q4 | $550K | Sell |
18,901
-294
| -2% | -$8.56K | 0.35% | 65 |
|
|
2020
Q3 | $422K | Buy |
+19,195
| New | +$422K | 0.29% | 77 |
|