SPDR DJ Wilshire Mid Cap Value shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in SPDR DJ Wilshire Mid Cap Value
Tip: Access up to 7 years of quarterly data
All positions including SPDR DJ Wilshire Mid Cap Value held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by Juncture Wealth Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.7M | 22k | 79.46 |
2024-06-30 | $1.6M | 23k | 72.94 |
2024-03-31 | $1.7M | 23k | 76.00 |
2023-12-31 | $1.7M | 23k | 73.38 |
2023-09-30 | $1.5M | 23k | 64.86 |
2023-06-30 | $1.7M | 25k | 68.78 |
2023-03-31 | $1.7M | 25k | 66.08 |
2022-12-31 | $1.8M | 28k | 64.72 |
2022-09-30 | $1.6M | 28k | 57.83 |
2022-06-30 | $2.7M | 44k | 60.50 |
2022-03-31 | $3.1M | 45k | 70.38 |
2021-12-31 | $3.1M | 43k | 71.10 |
2021-09-30 | $2.8M | 42k | 66.23 |
2021-06-30 | $2.4M | 36k | 68.27 |
2021-03-31 | $2.0M | 31k | 65.72 |
2020-12-31 | $1.7M | 30k | 55.49 |
2020-09-30 | $1.2M | 28k | 43.38 |
2020-06-30 | $797k | 19k | 42.65 |
2019-12-31 | $2.9M | 52k | 54.77 |
2019-09-30 | $2.5M | 49k | 51.32 |
2019-06-30 | $1.8M | 35k | 51.37 |
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