JWS
Juncture Wealth Strategies’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-18,207
| Closed | -$330K | – | 114 |
|
|
2020
Q4 | $330K | Sell |
18,207
-1,004
| -5% | -$18.2K | 0.21% | 90 |
|
|
2020
Q3 | $346K | Sell |
19,211
-1,090
| -5% | -$19.6K | 0.24% | 88 |
|
|
2020
Q2 | $345K | Sell |
20,301
-2,198
| -10% | -$37.4K | 0.26% | 83 |
|
|
2020
Q1 | $339K | Sell |
22,499
-2,530
| -10% | -$38.1K | 0.31% | 71 |
|
|
2019
Q4 | $363K | Sell |
25,029
-2,555
| -9% | -$37.1K | 0.28% | 79 |
|
|
2019
Q3 | $389K | Sell |
27,584
-9,897
| -26% | -$140K | 0.34% | 75 |
|
|
2019
Q2 | $506K | Sell |
37,481
-2,825
| -7% | -$38.1K | 0.41% | 64 |
|
|
2019
Q1 | $499K | Buy |
40,306
+21,990
| +120% | +$272K | 0.39% | 72 |
|
|
2018
Q4 | $225K | Buy |
18,316
+2,520
| +16% | +$31K | 0.15% | 96 |
|
|
2018
Q3 | $181K | Sell |
15,796
-4,583
| -22% | -$52.5K | 0.09% | 108 |
|
|
2018
Q2 | $245K | Buy |
20,379
+17
| +0.1% | +$204 | 0.13% | 99 |
|
|
2018
Q1 | $259K | Sell |
20,362
-58
| -0.3% | -$738 | 0.14% | 83 |
|
|
2017
Q4 | $255K | Sell |
20,420
-2,575
| -11% | -$32.2K | 0.14% | 81 |
|
|
2017
Q3 | $283K | Buy |
22,995
+3,119
| +16% | +$38.4K | 0.16% | 77 |
|
|
2017
Q2 | $237K | Sell |
19,876
-1,225
| -6% | -$14.6K | 0.14% | 79 |
|
|
2017
Q1 | $253K | Sell |
21,101
-74,402
| -78% | -$892K | 0.16% | 77 |
|
|
2016
Q4 | $1.06M | Sell |
95,503
-23,662
| -20% | -$262K | 0.73% | 40 |
|
|
2016
Q3 | $1.51M | Sell |
119,165
-9,536
| -7% | -$121K | 1.02% | 29 |
|
|
2016
Q2 | $1.64M | Buy |
128,701
+72,181
| +128% | +$921K | 1.17% | 27 |
|
|
2016
Q1 | $671K | Buy |
+56,520
| New | +$671K | 0.5% | 51 |
|