JWS
Juncture Wealth Strategies’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,311
| Closed | -$326K | – | 119 |
|
|
2022
Q2 | $326K | Buy |
2,311
+209
| +10% | +$29.5K | 0.16% | 92 |
|
|
2022
Q1 | $446K | Sell |
2,102
-1,106
| -34% | -$235K | 0.21% | 85 |
|
|
2021
Q4 | $742K | Sell |
3,208
-122
| -4% | -$28.2K | 0.35% | 59 |
|
|
2021
Q3 | $762K | Sell |
3,330
-1,511
| -31% | -$346K | 0.4% | 51 |
|
|
2021
Q2 | $1.28M | Buy |
4,841
+133
| +3% | +$35.1K | 0.73% | 30 |
|
|
2021
Q1 | $940K | Sell |
4,708
-604
| -11% | -$121K | 0.59% | 42 |
|
|
2020
Q4 | $938K | Sell |
5,312
-788
| -13% | -$139K | 0.59% | 38 |
|
|
2020
Q3 | $960K | Buy |
6,100
+100
| +2% | +$15.7K | 0.66% | 36 |
|
|
2020
Q2 | $720K | Sell |
6,000
-600
| -9% | -$72K | 0.54% | 45 |
|
|
2020
Q1 | $614K | Buy |
6,600
+1,234
| +23% | +$115K | 0.57% | 42 |
|
|
2019
Q4 | $688K | Buy |
5,366
+1,166
| +28% | +$149K | 0.54% | 49 |
|
|
2019
Q3 | $449K | Sell |
4,200
-500
| -11% | -$53.5K | 0.4% | 65 |
|
|
2019
Q2 | $407K | Buy |
4,700
+1,400
| +42% | +$121K | 0.33% | 81 |
|
|
2019
Q1 | $265K | Buy |
+3,300
| New | +$265K | 0.2% | 102 |
|
|
2018
Q4 | – | Sell |
-2,600
| Closed | -$229K | – | 113 |
|
|
2018
Q3 | $229K | Buy |
+2,600
| New | +$229K | 0.12% | 104 |
|