JWS
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Juncture Wealth Strategies’s Regions Financial RF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-13,141
Closed -$283K 117
2022
Q4
$283K Buy
13,141
+1,700
+15% +$36.7K 0.13% 93
2022
Q3
$230K Buy
+11,441
New +$230K 0.11% 96