JWS
Juncture Wealth Strategies’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Sell |
9,975
-3,682
| -27% | -$351K | 0.34% | 51 |
|
|
2025
Q1 | $1.1M | Sell |
13,657
-754
| -5% | -$60.6K | 0.43% | 37 |
|
|
2024
Q4 | $1.27M | Sell |
14,411
-771
| -5% | -$67.8K | 0.47% | 34 |
|
|
2024
Q3 | $1.26M | Sell |
15,182
-1,009
| -6% | -$83.7K | 0.49% | 33 |
|
|
2024
Q2 | $1.3M | Sell |
16,191
-459
| -3% | -$36.8K | 0.54% | 29 |
|
|
2024
Q1 | $1.22M | Sell |
16,650
-2,085
| -11% | -$153K | 0.52% | 33 |
|
|
2023
Q4 | $1.22M | Sell |
18,735
-800
| -4% | -$52K | 0.55% | 35 |
|
|
2023
Q3 | $1.16M | Sell |
19,535
-7,369
| -27% | -$437K | 0.57% | 39 |
|
|
2023
Q2 | $1.64M | Buy |
26,904
+2,423
| +10% | +$148K | 0.77% | 31 |
|
|
2023
Q1 | $1.36M | Sell |
24,481
-4,433
| -15% | -$245K | 0.67% | 30 |
|
|
2022
Q4 | $1.47M | Buy |
28,914
+791
| +3% | +$40.1K | 0.7% | 32 |
|
|
2022
Q3 | $1.41M | Buy |
28,123
+7,253
| +35% | +$363K | 0.7% | 32 |
|
|
2022
Q2 | $1.09M | Sell |
20,870
-8,129
| -28% | -$425K | 0.54% | 35 |
|
|
2022
Q1 | $1.92M | Buy |
+28,999
| New | +$1.92M | 0.91% | 26 |
|