JWS
Juncture Wealth Strategies’s Samsara IOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $425K | Sell |
10,688
-5,812
| -35% | -$231K | 0.15% | 81 |
|
2025
Q1 | $632K | Sell |
16,500
-1,750
| -10% | -$67.1K | 0.25% | 68 |
|
2024
Q4 | $797K | Buy |
18,250
+927
| +5% | +$40.5K | 0.3% | 53 |
|
2024
Q3 | $834K | Buy |
17,323
+10,133
| +141% | +$488K | 0.32% | 48 |
|
2024
Q2 | $242K | Sell |
7,190
-496
| -6% | -$16.7K | 0.1% | 95 |
|
2024
Q1 | $290K | Buy |
+7,686
| New | +$290K | 0.13% | 89 |
|