JWS
Juncture Wealth Strategies’s iShares Global Utilities ETF JXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,345
| Closed | -$455K | – | 75 |
|
|
2015
Q4 | $455K | Sell |
10,345
-17,721
| -63% | -$779K | 0.34% | 62 |
|
|
2015
Q3 | $1.24M | Sell |
28,066
-18,179
| -39% | -$805K | 1.01% | 21 |
|
|
2015
Q2 | $2.05M | Buy |
46,245
+1,555
| +3% | +$69K | 1.67% | 16 |
|
|
2015
Q1 | $2.08M | Buy |
44,690
+1,808
| +4% | +$84K | 1.71% | 16 |
|
|
2014
Q4 | $2.1M | Buy |
+42,882
| New | +$2.1M | 1.01% | 22 |
|