JWS
Juncture Wealth Strategies’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-16,074
| Closed | -$670K | – | 87 |
|
|
2016
Q3 | $670K | Sell |
16,074
-931
| -5% | -$38.8K | 0.45% | 52 |
|
|
2016
Q2 | $705K | Sell |
17,005
-12,795
| -43% | -$530K | 0.5% | 47 |
|
|
2016
Q1 | $1.24M | Sell |
29,800
-341
| -1% | -$14.1K | 0.91% | 24 |
|
|
2015
Q4 | $1.18M | Sell |
30,141
-2,681
| -8% | -$105K | 0.88% | 22 |
|
|
2015
Q3 | $1.29M | Sell |
32,822
-1,349
| -4% | -$53.1K | 1.05% | 20 |
|
|
2015
Q2 | $1.43M | Buy |
34,171
+660
| +2% | +$27.6K | 1.16% | 22 |
|
|
2015
Q1 | $1.45M | Sell |
33,511
-31,993
| -49% | -$1.39M | 1.19% | 22 |
|
|
2014
Q4 | $2.73M | Buy |
+65,504
| New | +$2.73M | 1.31% | 18 |
|