JWS
Juncture Wealth Strategies’s WIX.com WIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,009
| Closed | -$317K | – | 130 |
|
|
2021
Q4 | $317K | Sell |
2,009
-477
| -19% | -$75.3K | 0.15% | 101 |
|
|
2021
Q3 | $487K | Sell |
2,486
-312
| -11% | -$61.1K | 0.26% | 71 |
|
|
2021
Q2 | $726K | Buy |
2,798
+193
| +7% | +$50.1K | 0.42% | 54 |
|
|
2021
Q1 | $696K | Buy |
2,605
+95
| +4% | +$25.4K | 0.44% | 52 |
|
|
2020
Q4 | $627K | Sell |
2,510
-97
| -4% | -$24.2K | 0.4% | 57 |
|
|
2020
Q3 | $664K | Sell |
2,607
-33
| -1% | -$8.41K | 0.46% | 54 |
|
|
2020
Q2 | $676K | Sell |
2,640
-1,869
| -41% | -$479K | 0.51% | 48 |
|
|
2020
Q1 | $455K | Buy |
4,509
+44
| +1% | +$4.44K | 0.42% | 54 |
|
|
2019
Q4 | $546K | Buy |
4,465
+220
| +5% | +$26.9K | 0.43% | 57 |
|
|
2019
Q3 | $496K | Buy |
4,245
+80
| +2% | +$9.35K | 0.44% | 57 |
|
|
2019
Q2 | $592K | Sell |
4,165
-623
| -13% | -$88.6K | 0.48% | 55 |
|
|
2019
Q1 | $579K | Buy |
+4,788
| New | +$579K | 0.45% | 58 |
|