JIP
Jaffetilchin Investment Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,964
| Closed | -$296K | – | 220 |
|
|
2020
Q1 | $296K | Sell |
2,964
-177
| -6% | -$17.7K | 0.1% | 119 |
|
|
2019
Q4 | $505K | Hold |
3,141
| – | – | 0.11% | 118 |
|
|
2019
Q3 | $472K | Sell |
3,141
-94
| -3% | -$14.1K | 0.11% | 119 |
|
|
2019
Q2 | $481K | Sell |
3,235
-777
| -19% | -$116K | 0.11% | 130 |
|
|
2019
Q1 | $592K | Buy |
+4,012
| New | +$592K | 0.13% | 138 |
|
|
2018
Q4 | – | Sell |
-1,532
| Closed | -$256K | – | 304 |
|
|
2018
Q3 | $256K | Sell |
1,532
-14
| -0.9% | -$2.34K | 0.05% | 250 |
|
|
2018
Q2 | $252K | Buy |
1,546
+18
| +1% | +$2.93K | 0.06% | 246 |
|
|
2018
Q1 | $230K | Buy |
+1,528
| New | +$230K | 0.05% | 288 |
|