JWS
Juncture Wealth Strategies’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,133
| Closed | -$264K | – | 113 |
|
|
2022
Q3 | $264K | Buy |
9,133
+16
| +0.2% | +$462 | 0.13% | 92 |
|
|
2022
Q2 | $268K | Sell |
9,117
-1,134
| -11% | -$33.3K | 0.13% | 98 |
|
|
2022
Q1 | $304K | Buy |
10,251
+14
| +0.1% | +$415 | 0.14% | 102 |
|
|
2021
Q4 | $312K | Sell |
10,237
-419
| -4% | -$12.8K | 0.15% | 102 |
|
|
2021
Q3 | $326K | Buy |
10,656
+2,344
| +28% | +$71.7K | 0.17% | 92 |
|
|
2021
Q2 | $255K | Sell |
8,312
-2,502
| -23% | -$76.8K | 0.15% | 97 |
|
|
2021
Q1 | $332K | Sell |
10,814
-170
| -2% | -$5.22K | 0.21% | 82 |
|
|
2020
Q4 | $337K | Sell |
10,984
-115
| -1% | -$3.53K | 0.21% | 86 |
|
|
2020
Q3 | $341K | Buy |
11,099
+90
| +0.8% | +$2.77K | 0.24% | 91 |
|
|
2020
Q2 | $338K | Sell |
11,009
-8,192
| -43% | -$252K | 0.26% | 85 |
|
|
2020
Q1 | $590K | Buy |
19,201
+4,679
| +32% | +$144K | 0.54% | 46 |
|
|
2019
Q4 | $435K | Buy |
14,522
+305
| +2% | +$9.14K | 0.34% | 73 |
|
|
2019
Q3 | $427K | Sell |
14,217
-5,202
| -27% | -$156K | 0.38% | 70 |
|
|
2019
Q2 | $583K | Buy |
19,419
+6,148
| +46% | +$185K | 0.47% | 57 |
|
|
2019
Q1 | $395K | Sell |
13,271
-3,236
| -20% | -$96.3K | 0.31% | 86 |
|
|
2018
Q4 | $488K | Sell |
16,507
-7,832
| -32% | -$232K | 0.33% | 65 |
|
|
2018
Q3 | $717K | Buy |
24,339
+4,608
| +23% | +$136K | 0.38% | 62 |
|
|
2018
Q2 | $583K | Buy |
19,731
+10,921
| +124% | +$323K | 0.31% | 64 |
|
|
2018
Q1 | $261K | Buy |
+8,810
| New | +$261K | 0.15% | 82 |
|