JWS
Juncture Wealth Strategies’s United Therapeutics UTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,889
| Closed | -$695K | – | 88 |
|
|
2016
Q3 | $695K | Sell |
5,889
-130
| -2% | -$15.3K | 0.47% | 50 |
|
|
2016
Q2 | $638K | Sell |
6,019
-385
| -6% | -$40.8K | 0.46% | 51 |
|
|
2016
Q1 | $714K | Buy |
6,404
+200
| +3% | +$22.3K | 0.53% | 48 |
|
|
2015
Q4 | $972K | Buy |
6,204
+1,719
| +38% | +$269K | 0.73% | 32 |
|
|
2015
Q3 | $589K | Buy |
4,485
+665
| +17% | +$87.3K | 0.48% | 54 |
|
|
2015
Q2 | $664K | Sell |
3,820
-732
| -16% | -$127K | 0.54% | 45 |
|
|
2015
Q1 | $785K | Sell |
4,552
-7,404
| -62% | -$1.28M | 0.64% | 38 |
|
|
2014
Q4 | $1.55M | Buy |
+11,956
| New | +$1.55M | 0.74% | 38 |
|