Jaffetilchin Investment Partners’s First Trust Nasdaq Bank ETF FTXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,896
| Closed | -$380K | – | 367 |
|
|
2023
Q1 | $380K | Buy |
+17,896
| New | +$380K | 0.04% | 247 |
|
|
2020
Q1 | – | Sell |
-28,403
| Closed | -$800K | – | 186 |
|
|
2019
Q4 | $800K | Buy |
28,403
+602
| +2% | +$17K | 0.17% | 86 |
|
|
2019
Q3 | $711K | Buy |
27,801
+2,284
| +9% | +$58.4K | 0.17% | 86 |
|
|
2019
Q2 | $647K | Buy |
25,517
+128
| +0.5% | +$3.25K | 0.15% | 99 |
|
|
2019
Q1 | $619K | Buy |
+25,389
| New | +$619K | 0.14% | 127 |
|
|
2018
Q3 | – | Sell |
-7,134
| Closed | -$203K | – | 312 |
|
|
2018
Q2 | $203K | Buy |
7,134
+10
| +0.1% | +$285 | 0.05% | 284 |
|
|
2018
Q1 | $210K | Buy |
+7,124
| New | +$210K | 0.05% | 304 |
|