JWS
Juncture Wealth Strategies’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
29,119
+751
| +3% | +$31.9K | 0.44% | 39 |
|
|
2025
Q1 | $1.26M | Sell |
28,368
-782
| -3% | -$34.6K | 0.49% | 33 |
|
|
2024
Q4 | $1.26M | Buy |
29,150
+397
| +1% | +$17.2K | 0.47% | 35 |
|
|
2024
Q3 | $1.31M | Sell |
28,753
-1,116
| -4% | -$50.9K | 0.51% | 32 |
|
|
2024
Q2 | $1.2M | Buy |
29,869
+122
| +0.4% | +$4.91K | 0.5% | 33 |
|
|
2024
Q1 | $1.21M | Sell |
29,747
-259
| -0.9% | -$10.5K | 0.52% | 34 |
|
|
2023
Q4 | $1.18M | Buy |
30,006
+14,129
| +89% | +$554K | 0.53% | 36 |
|
|
2023
Q3 | $557K | Sell |
15,877
-691
| -4% | -$24.2K | 0.27% | 76 |
|
|
2023
Q2 | $614K | Buy |
16,568
+1,086
| +7% | +$40.3K | 0.29% | 72 |
|
|
2023
Q1 | $588K | Buy |
15,482
+2,849
| +23% | +$108K | 0.29% | 67 |
|
|
2022
Q4 | $500K | Buy |
12,633
+3,070
| +32% | +$122K | 0.24% | 72 |
|
|
2022
Q3 | $339K | Buy |
+9,563
| New | +$339K | 0.17% | 87 |
|