Jaffetilchin Investment Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-127
| Closed | -$7.31K | – | 623 |
|
|
2024
Q3 | $7.31K | Buy |
+127
| New | +$7.31K | ﹤0.01% | 954 |
|
|
2020
Q2 | – | Sell |
-6,702
| Closed | -$239K | – | 209 |
|
|
2020
Q1 | $239K | Sell |
6,702
-3,395
| -34% | -$121K | 0.08% | 141 |
|
|
2019
Q4 | $504K | Buy |
10,097
+154
| +2% | +$7.69K | 0.11% | 119 |
|
|
2019
Q3 | $471K | Sell |
9,943
-777
| -7% | -$36.8K | 0.11% | 120 |
|
|
2019
Q2 | $515K | Sell |
10,720
-24,042
| -69% | -$1.16M | 0.12% | 122 |
|
|
2019
Q1 | $1.7M | Sell |
34,762
-8,421
| -20% | -$412K | 0.38% | 38 |
|
|
2018
Q4 | $1.95M | Sell |
43,183
-35,283
| -45% | -$1.6M | 0.49% | 30 |
|
|
2018
Q3 | $4.07M | Buy |
78,466
+42,341
| +117% | +$2.2M | 0.86% | 24 |
|
|
2018
Q2 | $1.86M | Sell |
36,125
-288
| -0.8% | -$14.8K | 0.41% | 36 |
|
|
2018
Q1 | $1.99M | Buy |
+36,413
| New | +$1.99M | 0.45% | 34 |
|