Juncture Wealth Strategies, LLC Schwab Strategic Tr Intl Eqty Transaction History

Juncture Wealth Strategies, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$33.82 - $36.71 $426,504 - $462,949	12,611 Added 4.03%	325,315 $11 Million
Q2 2023 Jul 11, 2023	BUY	$34.48 - $36.54 $358,419 - $379,833	10,395 Added 3.44%	312,704 $11.1 Million
Q1 2023 May 05, 2023	BUY	$32.42 - $35.44 $9.8 Million - $10.7 Million	302,309 New	302,309 $10.5 Million
Q1 2022 Jul 14, 2022	SELL	$33.67 - $39.47 $242,491 - $284,262	-7,202 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$37.77 - $40.6 $272,019 - $292,401	7,202 New	7,202 $280,000
Q2 2019 Jul 16, 2019	SELL	N/A	-18,116 Closed	0 $0
Q1 2019 Apr 09, 2019	BUY	N/A	1,013 Added 5.92%	18,116 $567,000
Q4 2018 Jan 17, 2019	BUY	N/A	17,103 New	17,103 $485,000

1,268

773M

80.7K

8.3K

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