JWS
Juncture Wealth Strategies’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,800
| Closed | -$207K | – | 132 |
|
|
2024
Q4 | $207K | Buy |
+2,800
| New | +$207K | 0.08% | 123 |
|
|
2024
Q3 | – | Sell |
-4,400
| Closed | -$250K | – | 126 |
|
|
2024
Q2 | $250K | Sell |
4,400
-1,900
| -30% | -$108K | 0.1% | 93 |
|
|
2024
Q1 | $358K | Sell |
6,300
-5,299
| -46% | -$301K | 0.15% | 81 |
|
|
2023
Q4 | $651K | Sell |
11,599
-100
| -0.9% | -$5.61K | 0.3% | 62 |
|
|
2023
Q3 | $528K | Sell |
11,699
-100
| -0.8% | -$4.51K | 0.26% | 77 |
|
|
2023
Q2 | $535K | Buy |
11,799
+2,399
| +26% | +$109K | 0.25% | 80 |
|
|
2023
Q1 | $361K | Buy |
9,400
+3,100
| +49% | +$119K | 0.18% | 91 |
|
|
2022
Q4 | $242K | Buy |
+6,300
| New | +$242K | 0.12% | 103 |
|