JWS
Juncture Wealth Strategies’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
14,240
-96
| -0.7% | -$3.22K | 0.17% | 74 |
|
|
2025
Q1 | $477K | Sell |
14,336
-1,701
| -11% | -$56.5K | 0.19% | 76 |
|
|
2024
Q4 | $525K | Sell |
16,037
-721
| -4% | -$23.6K | 0.2% | 71 |
|
|
2024
Q3 | $565K | Buy |
16,758
+608
| +4% | +$20.5K | 0.22% | 68 |
|
|
2024
Q2 | $526K | Sell |
16,150
-719
| -4% | -$23.4K | 0.22% | 63 |
|
|
2024
Q1 | $551K | Buy |
16,869
+4
| +0% | +$131 | 0.24% | 57 |
|
|
2023
Q4 | $554K | Sell |
16,865
-3,150
| -16% | -$103K | 0.25% | 69 |
|
|
2023
Q3 | $629K | Buy |
20,015
+10
| +0% | +$315 | 0.31% | 69 |
|
|
2023
Q2 | $642K | Sell |
20,005
-5,279
| -21% | -$170K | 0.3% | 70 |
|
|
2023
Q1 | $821K | Sell |
25,284
-928
| -4% | -$30.2K | 0.4% | 43 |
|
|
2022
Q4 | $834K | Sell |
26,212
-1,617
| -6% | -$51.5K | 0.4% | 46 |
|
|
2022
Q3 | $872K | Buy |
27,829
+1,835
| +7% | +$57.5K | 0.43% | 42 |
|
|
2022
Q2 | $848K | Buy |
+25,994
| New | +$848K | 0.42% | 41 |
|