JWS
Juncture Wealth Strategies’s VanEck Short Muni ETF SMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
31,962
+1,075
| +3% | +$18.6K | 0.2% | 63 |
|
|
2025
Q1 | $529K | Buy |
30,887
+75
| +0.2% | +$1.29K | 0.21% | 72 |
|
|
2024
Q4 | $527K | Sell |
30,812
-13,479
| -30% | -$230K | 0.2% | 70 |
|
|
2024
Q3 | $766K | Sell |
44,291
-10,107
| -19% | -$175K | 0.3% | 50 |
|
|
2024
Q2 | $925K | Sell |
54,398
-3,320
| -6% | -$56.4K | 0.39% | 44 |
|
|
2024
Q1 | $982K | Buy |
57,718
+890
| +2% | +$15.1K | 0.42% | 42 |
|
|
2023
Q4 | $971K | Buy |
56,828
+3,595
| +7% | +$61.4K | 0.44% | 45 |
|
|
2023
Q3 | $888K | Buy |
53,233
+1,305
| +3% | +$21.8K | 0.43% | 49 |
|
|
2023
Q2 | $874K | Buy |
51,928
+22,030
| +74% | +$371K | 0.41% | 46 |
|
|
2023
Q1 | $508K | Sell |
29,898
-132
| -0.4% | -$2.24K | 0.25% | 76 |
|
|
2022
Q4 | $507K | Sell |
30,030
-8,353
| -22% | -$141K | 0.24% | 70 |
|
|
2022
Q3 | $638K | Sell |
38,383
-10,747
| -22% | -$179K | 0.32% | 58 |
|
|
2022
Q2 | $840K | Buy |
49,130
+15,804
| +47% | +$270K | 0.41% | 42 |
|
|
2022
Q1 | $570K | Buy |
33,326
+1,487
| +5% | +$25.4K | 0.27% | 73 |
|
|
2021
Q4 | $570K | Buy |
31,839
+8,113
| +34% | +$145K | 0.27% | 73 |
|
|
2021
Q3 | $427K | Buy |
23,726
+818
| +4% | +$14.7K | 0.23% | 80 |
|
|
2021
Q2 | $414K | Buy |
22,908
+4,963
| +28% | +$89.7K | 0.24% | 79 |
|
|
2021
Q1 | $324K | Buy |
17,945
+4,604
| +35% | +$83.1K | 0.2% | 83 |
|
|
2020
Q4 | $242K | Buy |
13,341
+2,794
| +26% | +$50.7K | 0.15% | 99 |
|
|
2020
Q3 | $190K | Buy |
+10,547
| New | +$190K | 0.13% | 100 |
|
|
2019
Q1 | – | Sell |
-14,165
| Closed | -$245K | – | 127 |
|
|
2018
Q4 | $245K | Sell |
14,165
-3,062
| -18% | -$53K | 0.17% | 93 |
|
|
2018
Q3 | $296K | Buy |
17,227
+1,227
| +8% | +$21.1K | 0.15% | 93 |
|
|
2018
Q2 | $276K | Buy |
16,000
+1,952
| +14% | +$33.7K | 0.15% | 92 |
|
|
2018
Q1 | $242K | Buy |
14,048
+1,745
| +14% | +$30.1K | 0.13% | 86 |
|
|
2017
Q4 | $212K | Buy |
+12,303
| New | +$212K | 0.12% | 83 |
|