JWS
Juncture Wealth Strategies’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
16,699
-3,771
| -18% | -$300K | 0.47% | 36 |
|
|
2025
Q1 | $1.58M | Sell |
20,470
-772
| -4% | -$59.5K | 0.61% | 28 |
|
|
2024
Q4 | $1.7M | Sell |
21,242
-401
| -2% | -$32.2K | 0.63% | 28 |
|
|
2024
Q3 | $1.72M | Sell |
21,643
-855
| -4% | -$67.9K | 0.67% | 25 |
|
|
2024
Q2 | $1.64M | Sell |
22,498
-305
| -1% | -$22.2K | 0.69% | 25 |
|
|
2024
Q1 | $1.73M | Sell |
22,803
-36
| -0.2% | -$2.74K | 0.75% | 25 |
|
|
2023
Q4 | $1.68M | Sell |
22,839
-485
| -2% | -$35.6K | 0.76% | 27 |
|
|
2023
Q3 | $1.51M | Sell |
23,324
-1,727
| -7% | -$112K | 0.74% | 33 |
|
|
2023
Q2 | $1.72M | Sell |
25,051
-14
| -0.1% | -$963 | 0.81% | 28 |
|
|
2023
Q1 | $1.66M | Sell |
25,065
-2,424
| -9% | -$160K | 0.82% | 28 |
|
|
2022
Q4 | $1.78M | Sell |
27,489
-764
| -3% | -$49.4K | 0.85% | 27 |
|
|
2022
Q3 | $1.63M | Sell |
28,253
-15,813
| -36% | -$915K | 0.81% | 31 |
|
|
2022
Q2 | $2.67M | Sell |
44,066
-548
| -1% | -$33.2K | 1.31% | 26 |
|
|
2022
Q1 | $3.14M | Buy |
44,614
+1,338
| +3% | +$94.2K | 1.49% | 21 |
|
|
2021
Q4 | $3.08M | Buy |
43,276
+1,104
| +3% | +$78.5K | 1.46% | 19 |
|
|
2021
Q3 | $2.79M | Buy |
42,172
+6,634
| +19% | +$439K | 1.47% | 18 |
|
|
2021
Q2 | $2.43M | Buy |
35,538
+4,453
| +14% | +$304K | 1.39% | 18 |
|
|
2021
Q1 | $2.04M | Buy |
31,085
+1,010
| +3% | +$66.4K | 1.29% | 19 |
|
|
2020
Q4 | $1.67M | Buy |
30,075
+1,699
| +6% | +$94.3K | 1.06% | 16 |
|
|
2020
Q3 | $1.23M | Buy |
28,376
+9,691
| +52% | +$420K | 0.85% | 24 |
|
|
2020
Q2 | $797K | Buy |
+18,685
| New | +$797K | 0.6% | 40 |
|
|
2020
Q1 | – | Sell |
-52,123
| Closed | -$2.86M | – | 94 |
|
|
2019
Q4 | $2.86M | Buy |
52,123
+3,667
| +8% | +$201K | 2.22% | 7 |
|
|
2019
Q3 | $2.49M | Buy |
48,456
+13,086
| +37% | +$672K | 2.19% | 7 |
|
|
2019
Q2 | $1.82M | Buy |
+35,370
| New | +$1.82M | 1.46% | 20 |
|