JWS
Juncture Wealth Strategies’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,100
| Closed | -$233K | – | 114 |
|
|
2024
Q1 | $233K | Sell |
5,100
-9,500
| -65% | -$435K | 0.1% | 102 |
|
|
2023
Q4 | $645K | Sell |
14,600
-600
| -4% | -$26.5K | 0.29% | 64 |
|
|
2023
Q3 | $569K | Buy |
15,200
+400
| +3% | +$15K | 0.28% | 75 |
|
|
2023
Q2 | $582K | Buy |
14,800
+1,500
| +11% | +$59K | 0.27% | 75 |
|
|
2023
Q1 | $425K | Buy |
+13,300
| New | +$425K | 0.21% | 86 |
|