Juncture Wealth Strategies, LLC Closed Holding Positions

Juncture Wealth Strategies, LLC

  • $258 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Jul 14, 2022
1,229
$163.9 - $207.91 $201K - $256K
XLF
Financial Sector Spdr

ETFs
Q1 2022 Filed on Jul 14, 2022
113,099
$35.66 - $41.42 $4.03M - $4.68M
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2022 Filed on Jul 14, 2022
3,183
$79.77 - $90.53 $254K - $288K
IXJ
Ishares Global Healthcare ETF

ETFs
Q2 2022 Filed on Jul 14, 2022
2,473
$75.99 - $91.39 $188K - $226K
ZYXI
Zynex Inc

Healthcare
Q1 2022 Filed on Jul 14, 2022
24,586
$5.14 - $9.35 $126K - $230K
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2022 Filed on Jul 14, 2022
1,468
$126.55 - $139.44 $186K - $205K
ZEN
Zendesk, Inc.

Technology
Q2 2022 Filed on Jul 14, 2022
5,549
$54.53 - $129.12 $303K - $716K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2022 Filed on Jul 14, 2022
3,390
$66.84 - $79.66 $227K - $270K
EPOL
Ishares Tr Msci Poland ETF

ETFs
Q1 2022 Filed on Jul 14, 2022
157,368
$15.37 - $23.11 $2.42M - $3.64M
GS
Goldman Sachs Group Inc

Financial Services
Q1 2022 Filed on Jul 14, 2022
531
$321.37 - $407.48 $171K - $216K
BKCH
Global X Fds Global X Blockcha

ETFs
Q1 2022 Filed on Jul 14, 2022
47,088
$13.45 - $22.13 $633K - $1.04M
DVAX
Dynavax Technologies Corp

Healthcare
Q2 2022 Filed on Jul 14, 2022
21,629
$7.45 - $12.83 $161K - $278K
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on Jul 14, 2022
2,069
$95.6 - $107.05 $198K - $221K
DUST
Direxion Shs ETF Tr

ETFs
Q1 2022 Filed on Jul 14, 2022
11,700
$11.78 - $21.82 $138K - $255K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2022 Filed on Jul 14, 2022
75,805
$55.42 - $68.99 $4.2M - $5.23M
IRBT
Irobot Corp

Consumer Cyclical
Q1 2022 Filed on Jul 14, 2022
4,310
$54.05 - $72.91 $233K - $314K
ZD
Ziff Davis, Inc.

Communication Services
Q1 2022 Filed on Jul 14, 2022
4,575
$92.73 - $113.2 $424K - $518K
COST
Costco Wholesale Corp

Consumer Defensive
Q1 2022 Filed on Jul 14, 2022
580
$477.32 - $576.47 $277K - $334K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q1 2022 Filed on Jul 14, 2022
10,555
$41.02 - $63.33 $433K - $668K
LCID
Lucid Group, Inc.

Consumer Cyclical
Q1 2022 Filed on Jul 14, 2022
6,173
$21.55 - $45.47 $133K - $281K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q1 2022 Filed on Jul 14, 2022
3,115
$67.01 - $78.78 $209K - $245K
VERI
Veritone, Inc.

Technology
Q2 2022 Filed on Jul 14, 2022
20,377
$6.08 - $19.03 $124K - $388K
MITK
Mitek Systems Inc

Technology
Q2 2022 Filed on Jul 14, 2022
29,699
$8.45 - $14.79 $251K - $439K
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2022 Filed on Jul 14, 2022
3,054
$50.79 - $95.08 $155K - $290K
WIX
Wix.Com Ltd.

Technology
Q1 2022 Filed on Jul 14, 2022
2,009
$73.51 - $160.48 $148K - $322K
COP
Conocophillips

Energy
Q2 2022 Filed on Jul 14, 2022
7,217
$87.89 - $122.71 $634K - $886K
CDNA
Care Dx, Inc.

Healthcare
Q2 2022 Filed on Jul 14, 2022
10,701
$20.49 - $39.72 $219K - $425K
VUSB
Vanguard Bd Index Fds
Q2 2022 Filed on Jul 14, 2022
8,129
N/A
MXL
Maxlinear Inc

Technology
Q2 2022 Filed on Jul 14, 2022
5,306
$33.14 - $56.77 $176K - $301K
VGT
Vanguard Information Technolog

ETFs
Q2 2022 Filed on Jul 14, 2022
571
$315.97 - $423.43 $180K - $242K
SMTC
Semtech Corp

Technology
Q2 2022 Filed on Jul 14, 2022
3,854
$53.47 - $69.47 $206K - $268K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Jul 14, 2022
2,412
$57.51 - $145.19 $139K - $350K
DIS
Walt Disney CO

Communication Services
Q4 2021 Filed on Jan 19, 2022
1,710
$142.15 - $177.71 $243K - $304K
MAG
Mag Silver Corp

Basic Materials
Q4 2021 Filed on Jan 19, 2022
12,690
$14.76 - $21.0 $187K - $266K
SIL
Global X Silver Miners ETF

ETFs
Q4 2021 Filed on Jan 19, 2022
10,085
$34.37 - $41.91 $347K - $423K
Proshares Tr
Q4 2021 Filed on Jan 19, 2022
306,244
N/A
DBX
Dropbox, Inc.

Technology
Q4 2021 Filed on Jan 19, 2022
7,647
$23.71 - $31.01 $181K - $237K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2021 Filed on Jan 19, 2022
9,060
$29.33 - $34.9 $266K - $316K
CHGG
Chegg, Inc

Consumer Defensive
Q4 2021 Filed on Jan 19, 2022
7,807
$24.99 - $69.96 $195K - $546K
PSQ
Proshares Short Qqq

ETFs
Q4 2021 Filed on Jan 19, 2022
13,227
$53.4 - $61.8 $706K - $817K
PAAS
Pan American Silver Corp

Basic Materials
Q4 2021 Filed on Jan 19, 2022
15,815
$22.09 - $27.79 $349K - $439K
TWOU
2 U, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 19, 2022
18,964
$20.0 - $34.34 $379K - $651K
PODD
Insulet Corp

Healthcare
Q4 2021 Filed on Jan 19, 2022
760
$255.32 - $318.29 $194K - $242K
SH
Proshares Short S&P500 New (De

ETFs
Q4 2021 Filed on Jan 19, 2022
10,923
$13.55 - $15.24 $148K - $166K
DOG
Proshares Short Dow30 ETF New

ETFs
Q3 2021 Filed on Oct 15, 2021
6,486
$32.84 - $34.51 $213K - $224K
IIVI
Ii Vi Inc

Technology
Q3 2021 Filed on Oct 15, 2021
9,725
$59.29 - $74.08 $577K - $720K
LOW
Lowes Companies Inc

Consumer Cyclical
Q3 2021 Filed on Oct 15, 2021
1,059
$182.26 - $210.63 $193K - $223K
QTWO
Q2 Holdings, Inc.

Technology
Q3 2021 Filed on Oct 15, 2021
4,376
$78.73 - $104.87 $345K - $459K
FORM
Formfactor Inc

Technology
Q3 2021 Filed on Oct 15, 2021
10,462
$33.84 - $40.42 $354K - $423K
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