JWS
Juncture Wealth Strategies’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-77,102
| Closed | -$4.24M | – | 88 |
|
|
2017
Q2 | $4.24M | Buy |
77,102
+4,359
| +6% | +$239K | 2.43% | 14 |
|
|
2017
Q1 | $3.97M | Buy |
72,743
+8,836
| +14% | +$482K | 2.44% | 16 |
|
|
2016
Q4 | $3.31M | Buy |
63,907
+1,094
| +2% | +$56.6K | 2.29% | 16 |
|
|
2016
Q3 | $3.34M | Buy |
62,813
+1,196
| +2% | +$63.6K | 2.25% | 15 |
|
|
2016
Q2 | $3.4M | Buy |
61,617
+2,695
| +5% | +$149K | 2.42% | 14 |
|
|
2016
Q1 | $3.13M | Sell |
58,922
-5,322
| -8% | -$282K | 2.31% | 14 |
|
|
2015
Q4 | $3.24M | Buy |
64,244
+10,438
| +19% | +$527K | 2.42% | 13 |
|
|
2015
Q3 | $2.54M | Buy |
53,806
+12,210
| +29% | +$576K | 2.06% | 15 |
|
|
2015
Q2 | $1.98M | Buy |
41,596
+3,157
| +8% | +$150K | 1.61% | 17 |
|
|
2015
Q1 | $1.87M | Sell |
38,439
-17,781
| -32% | -$867K | 1.54% | 17 |
|
|
2014
Q4 | $2.72M | Buy |
+56,220
| New | +$2.72M | 1.31% | 19 |
|