- New Purchases: SPLV, EEM, VNQ, PDBC, WIX, GDX, PSTG, MIME, ALXN, ANGI, DATA, SQ, TWOU, VICR, SCHV, ETR, IJS, TGT, ANF, FLOT, RIO, MOV, KSS, GILD, CLCT, UFS, SIG, EBF, SCHN, TG, FHN, KEY,
- Added Positions: SCHB, SPLK, IAU, KMB, NVS, AEP, SUB, GRUB, CSCO, CALM, DRI, AGG, VCIT, TOT, BSV, SCHF, AAXN, LLY, IRBT, COP,
- Reduced Positions: XLV, VT, TLH, IXJ, SCHO, SCHR, IEF, XLK, SCZ, SPY, FDN, FBT, VOT, SCHM, SO, IWC, SOXX, FXH, VTI, SH, ACWV, MBB, IJH, XLB, XLE, FXL, VYM, OMCL, DTN, CRM, ACWI, EDIV, IGSB, JNK, SUPN, VGIT, VCSH, MDYG, GWX, MLNX, IJR, SCHD, TIP, CRUS, IXN, ITE, EMB, FTNT, SHM, EGHT, BKF, IXG, HUBS, FIVN, IPHI, MUB, DOG, ULTI, ABMD,
- Sold Out: SHY, NOVT, STX, SWKS, HEAR, SLYG, SPAB, IDCC, TFI, VOD, SPTM,
For the details of JUNCTURE WEALTH STRATEGIES, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/juncture+wealth+strategies%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of JUNCTURE WEALTH STRATEGIES, LLC- SPDR Select Sector Fund - Health Care (XLV) - 71,574 shares, 5.46% of the total portfolio. Shares reduced by 36.56%
- Invesco S&P 500 Low Volatility (SPLV) - 115,091 shares, 5.04% of the total portfolio. New Position
- Schwab U.S. Broad Market (SCHB) - 86,750 shares, 4.91% of the total portfolio. Shares added by 68.56%
- iShares Global Healthcare (IXJ) - 90,903 shares, 4.62% of the total portfolio. Shares reduced by 32.97%
- Vanguard Total World Stock Index (VT) - 73,410 shares, 4.47% of the total portfolio. Shares reduced by 41.05%
Juncture Wealth Strategies, Llc initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $52.68. The impact to a portfolio due to this purchase was 5.04%. The holding were 115,091 shares as of .
New Purchase: iShares MSCI Emerging Index Fund (EEM)Juncture Wealth Strategies, Llc initiated holding in iShares MSCI Emerging Index Fund. The purchase prices were between $38.45 and $43.71, with an estimated average price of $42.03. The stock is now traded at around $44.31. The impact to a portfolio due to this purchase was 3.03%. The holding were 84,998 shares as of .
New Purchase: Vanguard Real Estate (VNQ)Juncture Wealth Strategies, Llc initiated holding in Vanguard Real Estate. The purchase prices were between $72.95 and $87.02, with an estimated average price of $82.48. The stock is now traded at around $86.89. The impact to a portfolio due to this purchase was 1.19%. The holding were 16,463 shares as of .
New Purchase: Invesco Optimum Yield Diversified Commodity Strate (PDBC)Juncture Wealth Strategies, Llc initiated holding in Invesco Optimum Yield Diversified Commodity Strate. The purchase prices were between $15.07 and $16.87, with an estimated average price of $16.28. The stock is now traded at around $16.94. The impact to a portfolio due to this purchase was 0.49%. The holding were 35,513 shares as of .
New Purchase: Wix.com Ltd (WIX)Juncture Wealth Strategies, Llc initiated holding in Wix.com Ltd. The purchase prices were between $85.16 and $125.75, with an estimated average price of $108.47. The stock is now traded at around $120.34. The impact to a portfolio due to this purchase was 0.48%. The holding were 4,788 shares as of .
New Purchase: VanEck Vectors Gold Miners (GDX)Juncture Wealth Strategies, Llc initiated holding in VanEck Vectors Gold Miners. The purchase prices were between $20.31 and $23.36, with an estimated average price of $21.95. The stock is now traded at around $22.82. The impact to a portfolio due to this purchase was 0.46%. The holding were 24,870 shares as of .
Added: Schwab U.S. Broad Market (SCHB)Juncture Wealth Strategies, Llc added to a holding in Schwab U.S. Broad Market by 68.56%. The purchase prices were between $58.58 and $68.55, with an estimated average price of $65.43. The stock is now traded at around $69.12. The impact to a portfolio due to this purchase was 2%. The holding were 86,750 shares as of .
Added: Splunk Inc (SPLK)Juncture Wealth Strategies, Llc added to a holding in Splunk Inc by 106.54%. The purchase prices were between $100.81 and $138.45, with an estimated average price of $124.63. The stock is now traded at around $129.69. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,139 shares as of .
Added: ishares Gold Trust (IAU)Juncture Wealth Strategies, Llc added to a holding in ishares Gold Trust by 120.06%. The purchase prices were between $12.26 and $12.84, with an estimated average price of $12.49. The stock is now traded at around $12.48. The impact to a portfolio due to this purchase was 0.22%. The holding were 40,306 shares as of .
Added: Kimberly-Clark Corp (KMB)Juncture Wealth Strategies, Llc added to a holding in Kimberly-Clark Corp by 56.67%. The purchase prices were between $107.87 and $123.9, with an estimated average price of $116.23. The stock is now traded at around $121.35. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,700 shares as of .
Added: Novartis AG (NVS)Juncture Wealth Strategies, Llc added to a holding in Novartis AG by 38.46%. The purchase prices were between $84.06 and $96.14, with an estimated average price of $89.53. The stock is now traded at around $83.40. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,400 shares as of .
Added: American Electric Power Co Inc (AEP)Juncture Wealth Strategies, Llc added to a holding in American Electric Power Co Inc by 66.67%. The purchase prices were between $72.77 and $85.98, with an estimated average price of $79.4. The stock is now traded at around $83.57. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,500 shares as of .
Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)Juncture Wealth Strategies, Llc sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $83.51 and $84.18, with an estimated average price of $83.71.
Sold Out: Novanta Inc (NOVT)Juncture Wealth Strategies, Llc sold out a holding in Novanta Inc. The sale prices were between $60.43 and $85.33, with an estimated average price of $74.81.
Sold Out: Seagate Technology PLC (STX)Juncture Wealth Strategies, Llc sold out a holding in Seagate Technology PLC. The sale prices were between $36.52 and $48.98, with an estimated average price of $44.22.
Sold Out: Skyworks Solutions Inc (SWKS)Juncture Wealth Strategies, Llc sold out a holding in Skyworks Solutions Inc. The sale prices were between $60.72 and $86.07, with an estimated average price of $77.03.
Sold Out: Turtle Beach Corp (HEAR)Juncture Wealth Strategies, Llc sold out a holding in Turtle Beach Corp. The sale prices were between $10.73 and $17.81, with an estimated average price of $15.13.
Sold Out: SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG)Juncture Wealth Strategies, Llc sold out a holding in SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm. The sale prices were between $52.68 and $62.16, with an estimated average price of $59.03.
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