JWS
Juncture Wealth Strategies’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,069
| Closed | -$219K | – | 133 |
|
|
2021
Q4 | $219K | Hold |
2,069
| – | – | 0.1% | 123 |
|
|
2021
Q3 | $202K | Sell |
2,069
-2
| -0.1% | -$195 | 0.11% | 115 |
|
|
2021
Q2 | $216K | Sell |
2,071
-16,801
| -89% | -$1.75M | 0.12% | 104 |
|
|
2021
Q1 | $1.86M | Buy |
+18,872
| New | +$1.86M | 1.17% | 23 |
|