JIP
Jaffetilchin Investment Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-534
| Closed | -$44.7K | – | 621 |
|
2024
Q3 | $44.7K | Buy |
+534
| New | +$44.7K | ﹤0.01% | 600 |
|
2018
Q4 | – | Sell |
-44,542
| Closed | -$3.03M | – | 281 |
|
2018
Q3 | $3.03M | Buy |
44,542
+33,148
| +291% | +$2.25M | 0.64% | 29 |
|
2018
Q2 | $763K | Sell |
11,394
-8,850
| -44% | -$593K | 0.17% | 111 |
|
2018
Q1 | $1.41M | Buy |
20,244
+15,519
| +328% | +$1.08M | 0.32% | 50 |
|
2017
Q4 | $332K | Sell |
4,725
-7,961
| -63% | -$559K | 0.11% | 171 |
|
2017
Q3 | $869K | Sell |
12,686
-4,903
| -28% | -$336K | 0.2% | 87 |
|
2017
Q2 | $1.15M | Sell |
17,589
-7,879
| -31% | -$514K | 0.39% | 47 |
|
2017
Q1 | $1.59M | Buy |
+25,468
| New | +$1.59M | 0.4% | 43 |
|
2014
Q3 | – | Sell |
-12,296
| Closed | -$841K | – | 212 |
|
2014
Q2 | $841K | Sell |
12,296
-3,700
| -23% | -$253K | 0.3% | 53 |
|
2014
Q1 | $1.08M | Sell |
15,996
-94,560
| -86% | -$6.35M | 0.42% | 39 |
|
2013
Q4 | $7.42M | Buy |
110,556
+35,416
| +47% | +$2.38M | 3.66% | 6 |
|
2013
Q3 | $4.79M | Buy |
75,140
+29,793
| +66% | +$1.9M | 2.81% | 6 |
|
2013
Q2 | $2.6M | Buy |
+45,347
| New | +$2.6M | 1.8% | 11 |
|