JWS
Juncture Wealth Strategies’s iShares Global Healthcare ETF IXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,473
| Closed | -$217K | – | 113 |
|
|
2022
Q1 | $217K | Sell |
2,473
-54
| -2% | -$4.74K | 0.1% | 112 |
|
|
2021
Q4 | $228K | Sell |
2,527
-26
| -1% | -$2.35K | 0.11% | 117 |
|
|
2021
Q3 | $214K | Buy |
2,553
+52
| +2% | +$4.36K | 0.11% | 110 |
|
|
2021
Q2 | $217K | Sell |
2,501
-659
| -21% | -$57.2K | 0.12% | 103 |
|
|
2021
Q1 | $243K | Sell |
3,160
-5,548
| -64% | -$427K | 0.15% | 91 |
|
|
2020
Q4 | $666K | Sell |
8,708
-2,904
| -25% | -$222K | 0.42% | 50 |
|
|
2020
Q3 | $834K | Sell |
11,612
-1,200
| -9% | -$86.2K | 0.58% | 42 |
|
|
2020
Q2 | $881K | Sell |
12,812
-6,956
| -35% | -$478K | 0.66% | 33 |
|
|
2020
Q1 | $1.21M | Sell |
19,768
-3,111
| -14% | -$190K | 1.11% | 22 |
|
|
2019
Q4 | $1.57M | Sell |
22,879
-4,760
| -17% | -$327K | 1.23% | 20 |
|
|
2019
Q3 | $1.69M | Sell |
27,639
-29,116
| -51% | -$1.78M | 1.49% | 20 |
|
|
2019
Q2 | $3.5M | Sell |
56,755
-34,148
| -38% | -$2.11M | 2.82% | 7 |
|
|
2019
Q1 | $5.55M | Sell |
90,903
-44,714
| -33% | -$2.73M | 4.29% | 4 |
|
|
2018
Q4 | $7.68M | Buy |
+135,617
| New | +$7.68M | 5.18% | 4 |
|
|
2016
Q3 | – | Sell |
-21,762
| Closed | -$2.2M | – | 81 |
|
|
2016
Q2 | $2.2M | Buy |
21,762
+3,265
| +18% | +$330K | 1.57% | 22 |
|
|
2016
Q1 | $1.78M | Buy |
18,497
+3,645
| +25% | +$351K | 1.31% | 21 |
|
|
2015
Q4 | $1.52M | Buy |
14,852
+2,276
| +18% | +$234K | 1.14% | 19 |
|
|
2015
Q3 | $1.24M | Buy |
12,576
+1,520
| +14% | +$150K | 1% | 22 |
|
|
2015
Q2 | $1.2M | Buy |
11,056
+285
| +3% | +$31K | 0.98% | 24 |
|
|
2015
Q1 | $1.16M | Buy |
+10,771
| New | +$1.16M | 0.95% | 26 |
|