JWS
Juncture Wealth Strategies’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Sell |
14,148
-20
| -0.1% | -$604 | 0.15% | 80 |
|
|
2025
Q1 | $426K | Sell |
14,168
-1,075
| -7% | -$32.4K | 0.17% | 80 |
|
|
2024
Q4 | $455K | Sell |
15,243
-136
| -0.9% | -$4.06K | 0.17% | 77 |
|
|
2024
Q3 | $466K | Sell |
15,379
-182
| -1% | -$5.51K | 0.18% | 76 |
|
|
2024
Q2 | $462K | Sell |
15,561
-344
| -2% | -$10.2K | 0.19% | 69 |
|
|
2024
Q1 | $473K | Buy |
15,905
+671
| +4% | +$20K | 0.2% | 64 |
|
|
2023
Q4 | $454K | Sell |
15,234
-44
| -0.3% | -$1.31K | 0.21% | 80 |
|
|
2023
Q3 | $448K | Sell |
15,278
-1,893
| -11% | -$55.5K | 0.22% | 85 |
|
|
2023
Q2 | $506K | Buy |
17,171
+754
| +5% | +$22.2K | 0.24% | 84 |
|
|
2023
Q1 | $486K | Sell |
16,417
-707
| -4% | -$20.9K | 0.24% | 78 |
|
|
2022
Q4 | $503K | Sell |
17,124
-7,528
| -31% | -$221K | 0.24% | 71 |
|
|
2022
Q3 | $720K | Buy |
24,652
+436
| +2% | +$12.7K | 0.36% | 54 |
|
|
2022
Q2 | $720K | Buy |
24,216
+13,949
| +136% | +$415K | 0.35% | 53 |
|
|
2022
Q1 | $309K | Buy |
+10,267
| New | +$309K | 0.15% | 101 |
|
|
2018
Q4 | – | Sell |
-8,009
| Closed | -$242K | – | 112 |
|
|
2018
Q3 | $242K | Buy |
8,009
+946
| +13% | +$28.6K | 0.13% | 100 |
|
|
2018
Q2 | $213K | Buy |
+7,063
| New | +$213K | 0.11% | 104 |
|