JWS
Juncture Wealth Strategies’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,853
| Closed | -$470K | – | 101 |
|
|
2020
Q1 | $470K | Buy |
5,853
+187
| +3% | +$15K | 0.43% | 51 |
|
|
2019
Q4 | $543K | Sell |
5,666
-17
| -0.3% | -$1.63K | 0.42% | 58 |
|
|
2019
Q3 | $538K | Sell |
5,683
-10,070
| -64% | -$953K | 0.47% | 52 |
|
|
2019
Q2 | $1.45M | Buy |
15,753
+2,085
| +15% | +$192K | 1.17% | 27 |
|
|
2019
Q1 | $1.22M | Sell |
13,668
-4,210
| -24% | -$377K | 0.94% | 30 |
|
|
2018
Q4 | $1.45M | Buy |
17,878
+9,768
| +120% | +$794K | 0.98% | 29 |
|
|
2018
Q3 | $713K | Buy |
8,110
+4,634
| +133% | +$407K | 0.37% | 63 |
|
|
2018
Q2 | $289K | Buy |
+3,476
| New | +$289K | 0.15% | 90 |
|