JIP
Jaffetilchin Investment Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-334
| Closed | -$19.5K | – | 709 |
|
|
2024
Q3 | $19.5K | Buy |
+334
| New | +$19.5K | ﹤0.01% | 769 |
|
|
2020
Q1 | – | Sell |
-54,742
| Closed | -$1.73M | – | 187 |
|
|
2019
Q4 | $1.73M | Hold |
54,742
| – | – | 0.37% | 52 |
|
|
2019
Q3 | $1.62M | Buy |
54,742
+1
| +0% | +$30 | 0.39% | 50 |
|
|
2019
Q2 | $1.67M | Buy |
+54,741
| New | +$1.67M | 0.39% | 43 |
|
|
2016
Q1 | – | Sell |
-631,449
| Closed | -$14.8M | – | 203 |
|
|
2015
Q4 | $14.8M | Sell |
631,449
-10,297
| -2% | -$242K | 4.81% | 6 |
|
|
2015
Q3 | $14.1M | Buy |
641,746
+17,979
| +3% | +$394K | 5.24% | 5 |
|
|
2015
Q2 | $15.3M | Buy |
623,767
+2,125
| +0.3% | +$52K | 4.58% | 5 |
|
|
2015
Q1 | $14.9M | Buy |
621,642
+459,384
| +283% | +$11M | 4.52% | 5 |
|
|
2014
Q4 | $3.58M | Buy |
162,258
+149,258
| +1,148% | +$3.29M | 1.2% | 17 |
|
|
2014
Q3 | $265K | Buy |
+13,000
| New | +$265K | 0.1% | 167 |
|