JWS
Juncture Wealth Strategies’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
2,086
-1,602
| -43% | -$174K | 0.08% | 112 |
|
|
2025
Q1 | $356K | Buy |
3,688
+293
| +9% | +$28.3K | 0.14% | 92 |
|
|
2024
Q4 | $329K | Buy |
3,395
+30
| +0.9% | +$2.9K | 0.12% | 99 |
|
|
2024
Q3 | $304K | Buy |
3,365
+790
| +31% | +$71.4K | 0.12% | 101 |
|
|
2024
Q2 | $221K | Sell |
2,575
-260
| -9% | -$22.3K | 0.09% | 106 |
|
|
2024
Q1 | $232K | Buy |
+2,835
| New | +$232K | 0.1% | 103 |
|
|
2018
Q4 | – | Sell |
-111,888
| Closed | -$5.48M | – | 117 |
|
|
2018
Q3 | $5.48M | Buy |
+111,888
| New | +$5.48M | 2.87% | 10 |
|