JWS
Juncture Wealth Strategies’s Ziff Davis ZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,575
| Closed | -$507K | – | 137 |
|
|
2021
Q4 | $507K | Buy |
4,575
+1,085
| +31% | +$120K | 0.24% | 80 |
|
|
2021
Q3 | $477K | Buy |
+3,490
| New | +$477K | 0.25% | 72 |
|
|
2016
Q1 | – | Sell |
-10,156
| Closed | -$836K | – | 80 |
|
|
2015
Q4 | $836K | Sell |
10,156
-877
| -8% | -$72.2K | 0.62% | 40 |
|
|
2015
Q3 | $782K | Sell |
11,033
-690
| -6% | -$48.9K | 0.63% | 39 |
|
|
2015
Q2 | $796K | Sell |
11,723
-1,255
| -10% | -$85.2K | 0.65% | 34 |
|
|
2015
Q1 | $852K | Sell |
12,978
-15,320
| -54% | -$1.01M | 0.7% | 33 |
|
|
2014
Q4 | $1.75M | Buy |
+28,298
| New | +$1.75M | 0.84% | 31 |
|