Juncture Wealth Strategies, LLC Spdr Portfolio Short Term Trea Transaction History

Juncture Wealth Strategies, LLC

  • $258 Million
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 11, 2022
BUY
$28.84 - $29.57 $461 - $473
16 Added 0.18%
9,133 $264,000
Q2 2022

Jul 14, 2022
SELL
$29.16 - $29.7 $33,067 - $33,679
-1,134 Reduced 11.06%
9,117 $268,000
Q1 2022

Jul 14, 2022
BUY
$29.62 - $30.41 $414 - $425
14 Added 0.14%
10,251 $304,000
Q4 2021

Jan 19, 2022
SELL
$30.42 - $30.64 $12,745 - $12,838
-419 Reduced 3.93%
10,237 $312,000
Q3 2021

Oct 15, 2021
BUY
$30.62 - $30.7 $71,773 - $71,960
2,344 Added 28.2%
10,656 $326,000
Q2 2021

Aug 13, 2021
SELL
$30.62 - $30.7 $76,611 - $76,811
-2,502 Reduced 23.14%
8,312 $255,000
Q1 2021

Apr 15, 2021
SELL
$30.64 - $30.7 $5,208 - $5,219
-170 Reduced 1.55%
10,814 $332,000
Q4 2020

Jan 25, 2021
SELL
$30.65 - $30.71 $3,524 - $3,531
-115 Reduced 1.04%
10,984 $337,000
Q3 2020

Oct 15, 2020
BUY
$30.69 - $30.73 $2,762 - $2,765
90 Added 0.82%
11,099 $341,000
Q2 2020

Jul 28, 2020
SELL
$30.66 - $30.74 $251,166 - $251,822
-8,192 Reduced 42.66%
11,009 $338,000
Q1 2020

Apr 21, 2020
BUY
$29.96 - $30.72 $140,182 - $143,738
4,679 Added 32.22%
19,201 $590,000
Q4 2019

Feb 03, 2020
BUY
$29.91 - $30.1 $9,122 - $9,180
305 Added 2.15%
14,522 $435,000
Q3 2019

Oct 10, 2019
SELL
$29.89 - $30.02 $155,487 - $156,164
-5,202 Reduced 26.79%
14,217 $427,000
Q2 2019

Jul 16, 2019
BUY
N/A
6,148 Added 46.33%
19,419 $583,000
Q1 2019

Apr 09, 2019
SELL
N/A
-3,236 Reduced 19.6%
13,271 $395,000
Q4 2018

Jan 17, 2019
SELL
N/A
-7,832 Reduced 32.18%
16,507 $488,000
Q3 2018

Oct 03, 2018
BUY
N/A
4,608 Added 23.35%
24,339 $717,000
Q2 2018

Jul 13, 2018
BUY
N/A
10,921 Added 123.96%
19,731 $583,000
Q1 2018

Apr 25, 2018
BUY
N/A
8,810 New
8,810 $261,000

Others Institutions Holding SPTS

# of Institutions
400
Shares Held
176M
Call Options Held
0
Put Options Held
0
View Full List

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