JWS
Juncture Wealth Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
791
| – | – | 0.1% | 103 |
|
|
2025
Q1 | $277K | Hold |
791
| – | – | 0.11% | 107 |
|
|
2024
Q4 | $250K | Sell |
791
-42
| -5% | -$13.3K | 0.09% | 114 |
|
|
2024
Q3 | $229K | Sell |
833
-17
| -2% | -$4.67K | 0.09% | 114 |
|
|
2024
Q2 | $223K | Hold |
850
| – | – | 0.09% | 104 |
|
|
2024
Q1 | $237K | Hold |
850
| – | – | 0.1% | 99 |
|
|
2023
Q4 | $221K | Buy |
+850
| New | +$221K | 0.1% | 98 |
|
|
2023
Q3 | – | Sell |
-850
| Closed | -$202K | – | 122 |
|
|
2023
Q2 | $202K | Buy |
+850
| New | +$202K | 0.09% | 113 |
|
|
2021
Q3 | – | Sell |
-1,104
| Closed | -$263K | – | 124 |
|
|
2021
Q2 | $263K | Buy |
+1,104
| New | +$263K | 0.15% | 96 |
|