JWS
Juncture Wealth Strategies’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-7,175
| Closed | -$427K | – | 118 |
|
2023
Q1 | $427K | Hold |
7,175
| – | – | 0.21% | 85 |
|
2022
Q4 | $426K | Buy |
7,175
+1,230
| +21% | +$73.1K | 0.2% | 76 |
|
2022
Q3 | $353K | Hold |
5,945
| – | – | 0.18% | 83 |
|
2022
Q2 | $353K | Hold |
5,945
| – | – | 0.17% | 86 |
|
2022
Q1 | $354K | Buy |
+5,945
| New | +$354K | 0.17% | 93 |
|