JWS
Juncture Wealth Strategies’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,440
| Closed | -$379K | – | 111 |
|
|
2023
Q4 | $379K | Sell |
1,440
-2,835
| -66% | -$746K | 0.17% | 86 |
|
|
2023
Q3 | $867K | Buy |
4,275
+1,413
| +49% | +$287K | 0.42% | 50 |
|
|
2023
Q2 | $605K | Buy |
+2,862
| New | +$605K | 0.28% | 74 |
|
|
2022
Q3 | – | Sell |
-2,115
| Closed | -$349K | – | 106 |
|
|
2022
Q2 | $349K | Sell |
2,115
-682
| -24% | -$113K | 0.17% | 87 |
|
|
2022
Q1 | $594K | Sell |
2,797
-853
| -23% | -$181K | 0.28% | 70 |
|
|
2021
Q4 | $928K | Buy |
3,650
+216
| +6% | +$54.9K | 0.44% | 51 |
|
|
2021
Q3 | $931K | Sell |
3,434
-5
| -0.1% | -$1.36K | 0.49% | 42 |
|
|
2021
Q2 | $837K | Buy |
3,439
+375
| +12% | +$91.3K | 0.48% | 49 |
|
|
2021
Q1 | $643K | Sell |
3,064
-1,253
| -29% | -$263K | 0.4% | 55 |
|
|
2020
Q4 | $961K | Sell |
4,317
-149
| -3% | -$33.2K | 0.61% | 37 |
|
|
2020
Q3 | $1.12M | Buy |
4,466
+45
| +1% | +$11.3K | 0.78% | 28 |
|
|
2020
Q2 | $828K | Buy |
4,421
+188
| +4% | +$35.2K | 0.62% | 39 |
|
|
2020
Q1 | $609K | Sell |
4,233
-332
| -7% | -$47.8K | 0.56% | 43 |
|
|
2019
Q4 | $742K | Sell |
4,565
-116
| -2% | -$18.9K | 0.58% | 47 |
|
|
2019
Q3 | $695K | Sell |
4,681
-434
| -8% | -$64.4K | 0.61% | 44 |
|
|
2019
Q2 | $776K | Sell |
5,115
-446
| -8% | -$67.7K | 0.62% | 43 |
|
|
2019
Q1 | $881K | Sell |
5,561
-1,426
| -20% | -$226K | 0.68% | 39 |
|
|
2018
Q4 | $957K | Sell |
6,987
-1,420
| -17% | -$194K | 0.65% | 39 |
|
|
2018
Q3 | $1.34M | Sell |
8,407
-758
| -8% | -$121K | 0.7% | 37 |
|
|
2018
Q2 | $1.25M | Buy |
9,165
+88
| +1% | +$12K | 0.67% | 36 |
|
|
2018
Q1 | $1.06M | Sell |
9,077
-1,138
| -11% | -$132K | 0.59% | 39 |
|
|
2017
Q4 | $1.04M | Sell |
10,215
-2,228
| -18% | -$228K | 0.59% | 43 |
|
|
2017
Q3 | $1.16M | Sell |
12,443
-900
| -7% | -$84K | 0.65% | 40 |
|
|
2017
Q2 | $1.16M | Buy |
13,343
+215
| +2% | +$18.6K | 0.66% | 38 |
|
|
2017
Q1 | $1.08M | Buy |
13,128
+958
| +8% | +$79K | 0.67% | 42 |
|
|
2016
Q4 | $833K | Sell |
12,170
-56
| -0.5% | -$3.83K | 0.58% | 45 |
|
|
2016
Q3 | $872K | Buy |
12,226
+1,139
| +10% | +$81.2K | 0.59% | 44 |
|
|
2016
Q2 | $880K | Sell |
11,087
-2,641
| -19% | -$210K | 0.63% | 41 |
|
|
2016
Q1 | $1.01M | Sell |
13,728
-775
| -5% | -$57.2K | 0.75% | 31 |
|
|
2015
Q4 | $1.14M | Buy |
14,503
+1,068
| +8% | +$83.7K | 0.85% | 25 |
|
|
2015
Q3 | $933K | Buy |
13,435
+1,973
| +17% | +$137K | 0.76% | 26 |
|
|
2015
Q2 | $798K | Sell |
11,462
-1,518
| -12% | -$106K | 0.65% | 32 |
|
|
2015
Q1 | $867K | Sell |
12,980
-14,108
| -52% | -$942K | 0.71% | 31 |
|
|
2014
Q4 | $1.61M | Buy |
+27,088
| New | +$1.61M | 0.77% | 35 |
|