Jaffetilchin Investment Partners’s SonicShares Global Shipping ETF BOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,585
| Closed | -$240K | – | 407 |
|
|
2024
Q4 | $240K | Sell |
8,585
-656
| -7% | -$18.3K | 0.02% | 345 |
|
|
2024
Q3 | $328K | Buy |
9,241
+15
| +0.2% | +$533 | 0.02% | 275 |
|
|
2024
Q2 | $337K | Sell |
9,226
-434
| -4% | -$15.9K | 0.03% | 267 |
|
|
2024
Q1 | $290K | Sell |
9,660
-1,985
| -17% | -$59.5K | 0.03% | 295 |
|
|
2023
Q4 | $348K | Sell |
11,645
-9
| -0.1% | -$269 | 0.03% | 258 |
|
|
2023
Q3 | $326K | Sell |
11,654
-2,519
| -18% | -$70.5K | 0.04% | 252 |
|
|
2023
Q2 | $370K | Buy |
14,173
+578
| +4% | +$15.1K | 0.04% | 246 |
|
|
2023
Q1 | $414K | Buy |
+13,595
| New | +$414K | 0.05% | 233 |
|