JWS
Juncture Wealth Strategies’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,263
| Closed | -$207K | – | 105 |
|
|
2020
Q1 | $207K | Buy |
+6,263
| New | +$207K | 0.19% | 85 |
|
|
2019
Q2 | – | Sell |
-3,558
| Closed | -$215K | – | 121 |
|
|
2019
Q1 | $215K | Sell |
3,558
-1,482
| -29% | -$89.6K | 0.17% | 111 |
|
|
2018
Q4 | $300K | Sell |
5,040
-2,802
| -36% | -$167K | 0.2% | 91 |
|
|
2018
Q3 | $456K | Buy |
7,842
+1,700
| +28% | +$98.9K | 0.24% | 78 |
|
|
2018
Q2 | $360K | Buy |
+6,142
| New | +$360K | 0.19% | 85 |
|