Jaffetilchin Investment Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $318K | Buy |
+1,309
| New | +$318K | 0.02% | 331 |
|
2024
Q4 | – | Sell |
-12
| Closed | -$2.58K | – | 489 |
|
2024
Q3 | $2.58K | Buy |
+12
| New | +$2.58K | ﹤0.01% | 1136 |
|
2018
Q2 | – | Sell |
-2,376
| Closed | -$261K | – | 299 |
|
2018
Q1 | $261K | Buy |
+2,376
| New | +$261K | 0.06% | 271 |
|
2016
Q3 | – | Sell |
-5,433
| Closed | -$354K | – | 223 |
|
2016
Q2 | $354K | Buy |
+5,433
| New | +$354K | 0.11% | 157 |
|
2015
Q4 | – | Sell |
-3,623
| Closed | -$201K | – | 192 |
|
2015
Q3 | $201K | Buy |
+3,623
| New | +$201K | 0.07% | 170 |
|
2015
Q2 | – | Sell |
-3,922
| Closed | -$216K | – | 202 |
|
2015
Q1 | $216K | Buy |
+3,922
| New | +$216K | 0.07% | 199 |
|
2014
Q1 | – | Sell |
-11,537
| Closed | -$456K | – | 191 |
|
2013
Q4 | $456K | Buy |
+11,537
| New | +$456K | 0.22% | 90 |
|