JWS
SWI
Juncture Wealth Strategies’s SOLARWINDS INC COM STK (DE) SWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-8,190
| Closed | -$321K | – | 81 |
|
|
2015
Q3 | $321K | Sell |
8,190
-5,095
| -38% | -$200K | 0.26% | 68 |
|
|
2015
Q2 | $613K | Buy |
13,285
+1,934
| +17% | +$89.2K | 0.5% | 49 |
|
|
2015
Q1 | $582K | Sell |
11,351
-65
| -0.6% | -$3.33K | 0.48% | 50 |
|
|
2014
Q4 | $566K | Buy |
+11,416
| New | +$566K | 0.27% | 58 |
|