JWS
Juncture Wealth Strategies’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
1,466
+227
| +18% | +$58.2K | 0.13% | 88 |
|
|
2025
Q1 | $249K | Sell |
1,239
-16
| -1% | -$3.21K | 0.1% | 113 |
|
|
2024
Q4 | $312K | Buy |
1,255
+54
| +4% | +$13.4K | 0.12% | 103 |
|
|
2024
Q3 | $289K | Buy |
1,201
+108
| +10% | +$25.9K | 0.11% | 105 |
|
|
2024
Q2 | $270K | Buy |
+1,093
| New | +$270K | 0.11% | 90 |
|
|
2022
Q1 | – | Sell |
-917
| Closed | -$223K | – | 136 |
|
|
2021
Q4 | $223K | Sell |
917
-127
| -12% | -$30.9K | 0.11% | 119 |
|
|
2021
Q3 | $207K | Buy |
+1,044
| New | +$207K | 0.11% | 113 |
|
|
2021
Q1 | – | Sell |
-1,251
| Closed | -$214K | – | 125 |
|
|
2020
Q4 | $214K | Buy |
+1,251
| New | +$214K | 0.14% | 104 |
|
|
2019
Q3 | – | Sell |
-3,168
| Closed | -$267K | – | 111 |
|
|
2019
Q2 | $267K | Sell |
3,168
-1,401
| -31% | -$118K | 0.21% | 101 |
|
|
2019
Q1 | $359K | Sell |
4,569
-1,645
| -26% | -$129K | 0.28% | 92 |
|
|
2018
Q4 | $402K | Buy |
6,214
+472
| +8% | +$30.5K | 0.27% | 77 |
|
|
2018
Q3 | $436K | Buy |
5,742
+1,242
| +28% | +$94.3K | 0.23% | 84 |
|
|
2018
Q2 | $325K | Buy |
4,500
+1,613
| +56% | +$116K | 0.17% | 87 |
|
|
2018
Q1 | $202K | Buy |
+2,887
| New | +$202K | 0.11% | 91 |
|