Juncture Wealth Strategies, LLC Closed Holding Positions

Juncture Wealth Strategies, LLC

  • $258 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
Q3 2021 Filed on Oct 15, 2021
69
$159.39 - $186.57 $11K - $12.9K
PALL
Abrdn Palladium ETF Trust

ETFs
Q2 2021 Filed on Aug 13, 2021
5,692
$231.17 - $279.31 $1.32M - $1.59M
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 13, 2021
9,457
$71.8 - $99.25 $679K - $939K
ICLN
Ishares

ETFs
Q2 2021 Filed on Aug 13, 2021
8,555
$20.71 - $24.62 $177K - $211K
Quidel Corp
Q2 2021 Filed on Aug 13, 2021
2,124
N/A
UPLD
Upland Software, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
20,239
$38.95 - $51.09 $788K - $1.03M
Seagate Technology PLC
Q2 2021 Filed on Aug 13, 2021
8,500
N/A
LMNX
Luminex Corporation

Healthcare
Q2 2021 Filed on Aug 13, 2021
16,215
N/A
EMB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 13, 2021
2,285
$109.25 - $112.9 $250K - $258K
USO
United States Oil Fund, LP

ETFs
Q2 2021 Filed on Aug 13, 2021
45,314
$40.28 - $50.25 $1.83M - $2.28M
Inphi Corp
Q2 2021 Filed on Aug 13, 2021
5,479
N/A
EBS
Emergent Bio Solutions Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
2,789
$56.61 - $80.46 $158K - $224K
GPN
Global Payments Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
2,398
$176.52 - $215.55 $423K - $517K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
2,354
$122.53 - $146.42 $288K - $345K
TER
Teradyne, Inc

Technology
Q1 2021 Filed on Apr 15, 2021
4,707
$104.2 - $143.64 $490K - $676K
TTWO
Take Two Interactive Software Inc

Communication Services
Q1 2021 Filed on Apr 15, 2021
1,705
$161.62 - $213.34 $276K - $364K
SLV
I Shares Silver Trust

ETFs
Q1 2021 Filed on Apr 15, 2021
12,569
$22.26 - $26.76 $280K - $336K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2021 Filed on Apr 15, 2021
6,604
$58.71 - $65.66 $388K - $434K
BKF
Ishares Mcsi Bic ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
6,992
$51.29 - $60.13 $359K - $420K
Ishares Gold Trust
Q1 2021 Filed on Apr 15, 2021
18,207
N/A
CORT
Corcept Therapeutics Inc

Healthcare
Q1 2021 Filed on Apr 15, 2021
13,330
$23.49 - $30.56 $313K - $407K
Alexion Pharmaceuticals Inc
Q1 2021 Filed on Apr 15, 2021
2,102
N/A
AAPL
Apple Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
10,499
$116.36 - $143.16 $1.22M - $1.5M
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2021 Filed on Apr 15, 2021
6,462
$34.77 - $38.23 $225K - $247K
MRCY
Mercury Systems Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
3,781
$61.26 - $85.49 $232K - $323K
GLD
Spdr Gold Trust

ETFs
Q1 2021 Filed on Apr 15, 2021
6,314
$157.49 - $182.87 $994K - $1.15M
RWM
Proshares Short Russell2000

ETFs
Q1 2021 Filed on Apr 15, 2021
23,607
$20.93 - $25.8 $494K - $609K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
3,325
$63.82 - $74.6 $212K - $248K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2020 Filed on Jan 25, 2021
1,625
$124.65 - $127.65 $203K - $207K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q3 2020 Filed on Oct 15, 2020
7,066
$51.97 - $63.0 $367K - $445K
ACIW
Aci Worldwide, Inc.

Technology
Q3 2020 Filed on Oct 15, 2020
12,580
$24.19 - $31.21 $304K - $393K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2020 Filed on Oct 15, 2020
16,544
$24.69 - $27.71 $408K - $458K
Mimecast LTD
Q3 2020 Filed on Oct 15, 2020
10,553
N/A
KLAC
Kla Corp

Technology
Q3 2020 Filed on Oct 15, 2020
3,081
$171.94 - $216.63 $530K - $667K
EQX
Equinox Gold Corp.

Basic Materials
Q3 2020 Filed on Oct 15, 2020
12,355
$10.79 - $13.36 $133K - $165K
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 28, 2020
11,119
$7.55 - $10.97 $83.9K - $122K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q2 2020 Filed on Jul 28, 2020
5,853
$77.94 - $91.58 $456K - $536K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q2 2020 Filed on Jul 28, 2020
6,263
$32.86 - $33.23 $206K - $208K
SILV
Silver Crest Metals Inc.

Basic Materials
Q2 2020 Filed on Jul 28, 2020
26,275
$4.69 - $9.56 $123K - $251K
NEO
Neogenomics Inc

Healthcare
Q2 2020 Filed on Jul 28, 2020
16,301
$24.21 - $31.02 $395K - $506K
SPLK
Splunk Inc

Technology
Q2 2020 Filed on Jul 28, 2020
3,848
$102.14 - $198.7 $393K - $765K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q2 2020 Filed on Jul 28, 2020
3,736
$70.61 - $91.55 $264K - $342K
Barclays Bk PLC
Q1 2020 Filed on Apr 21, 2020
38,980
N/A
PANW
Palo Alto Networks Inc

Technology
Q1 2020 Filed on Apr 21, 2020
2,224
$132.58 - $249.22 $295K - $554K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q1 2020 Filed on Apr 21, 2020
3,117
$51.51 - $78.0 $161K - $243K
Proshares Tr Ii
Q1 2020 Filed on Apr 21, 2020
153,780
N/A
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q1 2020 Filed on Apr 21, 2020
15,513
$24.87 - $38.56 $386K - $598K
IEF
Ishares Barclays

ETFs
Q1 2020 Filed on Apr 21, 2020
12,466
$110.73 - $121.48 $1.38M - $1.51M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q1 2020 Filed on Apr 21, 2020
14,410
$144.7 - $171.5 $2.09M - $2.47M
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