JWS
Juncture Wealth Strategies’s SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,052
| Closed | -$202K | – | 116 |
|
|
2018
Q3 | $202K | Sell |
12,052
-18,619
| -61% | -$312K | 0.11% | 106 |
|
|
2018
Q2 | $520K | Sell |
30,671
-3,237
| -10% | -$54.9K | 0.28% | 71 |
|
|
2018
Q1 | $494K | Sell |
33,908
-74,144
| -69% | -$1.08M | 0.28% | 68 |
|
|
2017
Q4 | $1.85M | Sell |
108,052
-43,668
| -29% | -$748K | 1.04% | 29 |
|
|
2017
Q3 | $2.52M | Buy |
+151,720
| New | +$2.52M | 1.41% | 18 |
|