JWS
Juncture Wealth Strategies’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Sell |
33,678
-2,040
| -6% | -$43.2K | 0.25% | 55 |
|
|
2025
Q1 | $768K | Buy |
35,718
+6,323
| +22% | +$136K | 0.3% | 58 |
|
|
2024
Q4 | $619K | Sell |
29,395
-1,019
| -3% | -$21.5K | 0.23% | 63 |
|
|
2024
Q3 | $705K | Buy |
30,414
+1,194
| +4% | +$27.7K | 0.27% | 57 |
|
|
2024
Q2 | $584K | Buy |
29,220
+398
| +1% | +$7.95K | 0.24% | 57 |
|
|
2024
Q1 | $585K | Buy |
28,822
+96
| +0.3% | +$1.95K | 0.25% | 53 |
|
|
2023
Q4 | $595K | Buy |
28,726
+483
| +2% | +$10K | 0.27% | 67 |
|
|
2023
Q3 | $501K | Sell |
28,243
-17,997
| -39% | -$319K | 0.25% | 80 |
|
|
2023
Q2 | $903K | Sell |
46,240
-10,307
| -18% | -$201K | 0.42% | 44 |
|
|
2023
Q1 | $1.1M | Sell |
56,547
-12,338
| -18% | -$241K | 0.54% | 33 |
|
|
2022
Q4 | $1.33M | Sell |
68,885
-122,193
| -64% | -$2.36M | 0.63% | 33 |
|
|
2022
Q3 | $3.57M | Buy |
+191,078
| New | +$3.57M | 1.78% | 18 |
|