JWS
Juncture Wealth Strategies’s SPDR S&P Metals & Mining ETF XME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,555
| Closed | -$473K | – | 135 |
|
|
2021
Q4 | $473K | Buy |
+10,555
| New | +$473K | 0.23% | 87 |
|
|
2018
Q4 | – | Sell |
-81,682
| Closed | -$2.79M | – | 119 |
|
|
2018
Q3 | $2.79M | Sell |
81,682
-47,167
| -37% | -$1.61M | 1.46% | 20 |
|
|
2018
Q2 | $4.57M | Buy |
128,849
+72,111
| +127% | +$2.56M | 2.45% | 11 |
|
|
2018
Q1 | $1.93M | Sell |
56,738
-114,144
| -67% | -$3.88M | 1.08% | 27 |
|
|
2017
Q4 | $6.22M | Sell |
170,882
-20,080
| -11% | -$730K | 3.49% | 8 |
|
|
2017
Q3 | $6.15M | Buy |
190,962
+12,004
| +7% | +$386K | 3.45% | 9 |
|
|
2017
Q2 | $5.36M | Buy |
178,958
+22,665
| +15% | +$679K | 3.08% | 9 |
|
|
2017
Q1 | $4.75M | Buy |
156,293
+11,912
| +8% | +$362K | 2.92% | 9 |
|
|
2016
Q4 | $4.39M | Buy |
144,381
+27,837
| +24% | +$847K | 3.04% | 9 |
|
|
2016
Q3 | $3.09M | Buy |
+116,544
| New | +$3.09M | 2.09% | 17 |
|