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Juncture Wealth Strategies’s Q2 Holdings QTWO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,376
Closed -$366K 123
2021
Q2
$366K Buy
4,376
+2,034
+87% +$170K 0.21% 85
2021
Q1
$231K Buy
2,342
+475
+25% +$46.9K 0.15% 94
2020
Q4
$236K Buy
+1,867
New +$236K 0.15% 100