JWS
Juncture Wealth Strategies’s IPG Photonics IPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,183
| Closed | -$978K | – | 73 |
|
|
2016
Q1 | $978K | Buy |
10,183
+340
| +3% | +$32.7K | 0.72% | 34 |
|
|
2015
Q4 | $878K | Buy |
9,843
+1,498
| +18% | +$134K | 0.66% | 38 |
|
|
2015
Q3 | $634K | Sell |
8,345
-475
| -5% | -$36.1K | 0.51% | 48 |
|
|
2015
Q2 | $751K | Sell |
8,820
-990
| -10% | -$84.3K | 0.61% | 37 |
|
|
2015
Q1 | $909K | Sell |
9,810
-12,440
| -56% | -$1.15M | 0.75% | 28 |
|
|
2014
Q4 | $1.66M | Buy |
+22,250
| New | +$1.66M | 0.79% | 33 |
|