JIP
Jaffetilchin Investment Partners’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,865
| Closed | -$700K | – | 437 |
|
|
2025
Q1 | $700K | Buy |
9,865
+4,787
| +94% | +$340K | 0.05% | 211 |
|
|
2024
Q4 | $357K | Buy |
5,078
+2,090
| +70% | +$147K | 0.03% | 280 |
|
|
2024
Q3 | $187K | Buy |
+2,988
| New | +$187K | 0.01% | 359 |
|
|
2023
Q1 | – | Sell |
-5,846
| Closed | -$264K | – | 358 |
|
|
2022
Q4 | $264K | Sell |
5,846
-3,318
| -36% | -$150K | 0.03% | 298 |
|
|
2022
Q3 | $382K | Buy |
9,164
+422
| +5% | +$17.6K | 0.05% | 217 |
|
|
2022
Q2 | $402K | Buy |
8,742
+1,090
| +14% | +$50.1K | 0.05% | 209 |
|
|
2022
Q1 | $356K | Sell |
7,652
-549
| -7% | -$25.5K | 0.04% | 240 |
|
|
2021
Q4 | $495K | Buy |
8,201
+1,005
| +14% | +$60.7K | 0.05% | 216 |
|
|
2021
Q3 | $505K | Buy |
7,196
+1,344
| +23% | +$94.3K | 0.05% | 201 |
|
|
2021
Q2 | $414K | Buy |
5,852
+420
| +8% | +$29.7K | 0.03% | 287 |
|
|
2021
Q1 | $395K | Buy |
+5,432
| New | +$395K | 0.05% | 228 |
|
|
2018
Q1 | – | Sell |
-6,573
| Closed | -$489K | – | 320 |
|
|
2017
Q4 | $489K | Sell |
6,573
-9,570
| -59% | -$712K | 0.16% | 113 |
|
|
2017
Q3 | $1.17M | Buy |
16,143
+9,443
| +141% | +$687K | 0.28% | 63 |
|
|
2017
Q2 | $448K | Sell |
6,700
-8,702
| -56% | -$582K | 0.15% | 118 |
|
|
2017
Q1 | $921K | Buy |
15,402
+1,028
| +7% | +$61.5K | 0.23% | 71 |
|
|
2016
Q4 | $854K | Buy |
14,374
+4,835
| +51% | +$287K | 0.25% | 65 |
|
|
2016
Q3 | $451K | Buy |
+9,539
| New | +$451K | 0.14% | 117 |
|
|
2016
Q2 | – | Sell |
-7,944
| Closed | -$332K | – | 219 |
|
|
2016
Q1 | $332K | Buy |
+7,944
| New | +$332K | 0.1% | 128 |
|
|
2015
Q3 | – | Sell |
-4,936
| Closed | -$273K | – | 187 |
|
|
2015
Q2 | $273K | Buy |
+4,936
| New | +$273K | 0.08% | 160 |
|