JWS
Juncture Wealth Strategies’s Fidelity National Financial FNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,564
| Closed | -$226K | – | 124 |
|
|
2024
Q2 | $226K | Hold |
4,564
| – | – | 0.09% | 102 |
|
|
2024
Q1 | $242K | Sell |
4,564
-810
| -15% | -$43K | 0.1% | 97 |
|
|
2023
Q4 | $274K | Hold |
5,374
| – | – | 0.12% | 93 |
|
|
2023
Q3 | $222K | Sell |
5,374
-9,000
| -63% | -$372K | 0.11% | 108 |
|
|
2023
Q2 | $517K | Buy |
14,374
+1,500
| +12% | +$54K | 0.24% | 83 |
|
|
2023
Q1 | $450K | Buy |
12,874
+5,147
| +67% | +$180K | 0.22% | 80 |
|
|
2022
Q4 | $291K | Buy |
7,727
+1,600
| +26% | +$60.2K | 0.14% | 91 |
|
|
2022
Q3 | $222K | Buy |
+6,127
| New | +$222K | 0.11% | 98 |
|
|
2021
Q2 | – | Sell |
-5,000
| Closed | -$204K | – | 115 |
|
|
2021
Q1 | $204K | Buy |
+5,000
| New | +$204K | 0.13% | 99 |
|