JWS
Juncture Wealth Strategies’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
5,279
-271
| -5% | -$64.7K | 0.45% | 37 |
|
|
2025
Q1 | $1.04M | Buy |
5,550
+166
| +3% | +$31.2K | 0.41% | 41 |
|
|
2024
Q4 | $1.16M | Buy |
5,384
+349
| +7% | +$75.2K | 0.43% | 38 |
|
|
2024
Q3 | $1.16M | Sell |
5,035
-66
| -1% | -$15.2K | 0.45% | 38 |
|
|
2024
Q2 | $1.26M | Sell |
5,101
-43
| -0.8% | -$10.6K | 0.53% | 31 |
|
|
2024
Q1 | $1.16M | Buy |
5,144
+3,463
| +206% | +$782K | 0.5% | 36 |
|
|
2023
Q4 | $968K | Buy |
1,681
+69
| +4% | +$39.8K | 0.44% | 46 |
|
|
2023
Q3 | $764K | Buy |
1,612
+31
| +2% | +$14.7K | 0.37% | 59 |
|
|
2023
Q2 | $802K | Buy |
1,581
+124
| +9% | +$62.9K | 0.38% | 49 |
|
|
2023
Q1 | $648K | Sell |
1,457
-225
| -13% | -$100K | 0.32% | 62 |
|
|
2022
Q4 | $585K | Buy |
1,682
+244
| +17% | +$84.9K | 0.28% | 63 |
|
|
2022
Q3 | $458K | Sell |
1,438
-589
| -29% | -$188K | 0.23% | 73 |
|
|
2022
Q2 | $709K | Sell |
2,027
-189
| -9% | -$66.1K | 0.35% | 54 |
|
|
2022
Q1 | $1.05M | Buy |
2,216
+37
| +2% | +$17.5K | 0.5% | 40 |
|
|
2021
Q4 | $1.18M | Buy |
2,179
+91
| +4% | +$49.4K | 0.56% | 41 |
|
|
2021
Q3 | $931K | Buy |
2,088
+27
| +1% | +$12K | 0.49% | 43 |
|
|
2021
Q2 | $946K | Sell |
2,061
-64
| -3% | -$29.4K | 0.54% | 41 |
|
|
2021
Q1 | $879K | Sell |
2,125
-1,050
| -33% | -$434K | 0.55% | 45 |
|
|
2020
Q4 | $1.2M | Sell |
3,175
-418
| -12% | -$159K | 0.76% | 30 |
|
|
2020
Q3 | $1.09M | Sell |
3,593
-907
| -20% | -$276K | 0.76% | 31 |
|
|
2020
Q2 | $1.22M | Sell |
4,500
-28
| -0.6% | -$7.59K | 0.92% | 23 |
|
|
2020
Q1 | $929K | Sell |
4,528
-18
| -0.4% | -$3.69K | 0.86% | 29 |
|
|
2019
Q4 | $1.14M | Buy |
4,546
+1,221
| +37% | +$307K | 0.89% | 31 |
|
|
2019
Q3 | $703K | Sell |
3,325
-1,017
| -23% | -$215K | 0.62% | 43 |
|
|
2019
Q2 | $861K | Sell |
4,342
-1,046
| -19% | -$207K | 0.69% | 42 |
|
|
2019
Q1 | $1.02M | Sell |
5,388
-3,888
| -42% | -$737K | 0.79% | 33 |
|
|
2018
Q4 | $1.46M | Sell |
9,276
-4,244
| -31% | -$666K | 0.98% | 28 |
|
|
2018
Q3 | $2.5M | Buy |
13,520
+32
| +0.2% | +$5.92K | 1.31% | 23 |
|
|
2018
Q2 | $2.4M | Sell |
13,488
-250
| -2% | -$44.6K | 1.29% | 22 |
|
|
2018
Q1 | $2.47M | Sell |
13,738
-694
| -5% | -$125K | 1.38% | 19 |
|
|
2017
Q4 | $2.45M | Sell |
14,432
-916
| -6% | -$156K | 1.38% | 20 |
|
|
2017
Q3 | $2.43M | Sell |
15,348
-221
| -1% | -$35K | 1.37% | 20 |
|
|
2017
Q2 | $2.18M | Buy |
15,569
+666
| +4% | +$93.4K | 1.25% | 25 |
|
|
2017
Q1 | $2.04M | Buy |
14,903
+2,630
| +21% | +$360K | 1.25% | 25 |
|
|
2016
Q4 | $1.51M | Buy |
12,273
+5,541
| +82% | +$680K | 1.04% | 26 |
|
|
2016
Q3 | $761K | Buy |
6,732
+311
| +5% | +$35.2K | 0.51% | 48 |
|
|
2016
Q2 | $601K | Sell |
6,421
-245
| -4% | -$22.9K | 0.43% | 55 |
|
|
2016
Q1 | $611K | Sell |
6,666
-302
| -4% | -$27.7K | 0.45% | 57 |
|
|
2015
Q4 | $626K | Sell |
6,968
-616
| -8% | -$55.3K | 0.47% | 52 |
|
|
2015
Q3 | $618K | Sell |
7,584
-593
| -7% | -$48.3K | 0.5% | 49 |
|
|
2015
Q2 | $753K | Sell |
8,177
-336
| -4% | -$30.9K | 0.61% | 36 |
|
|
2015
Q1 | $800K | Sell |
8,513
-12,731
| -60% | -$1.2M | 0.66% | 37 |
|
|
2014
Q4 | $1.98M | Buy |
+21,244
| New | +$1.98M | 0.95% | 25 |
|