JWS
Juncture Wealth Strategies’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Hold |
3,468
| – | – | 0.13% | 89 |
|
|
2025
Q1 | $310K | Hold |
3,468
| – | – | 0.12% | 100 |
|
|
2024
Q4 | $340K | Hold |
3,468
| – | – | 0.13% | 96 |
|
|
2024
Q3 | $307K | Buy |
3,468
+300
| +9% | +$26.5K | 0.12% | 99 |
|
|
2024
Q2 | $234K | Buy |
+3,168
| New | +$234K | 0.1% | 99 |
|