JIP
Jaffetilchin Investment Partners’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-6,879
| Closed | -$391K | – | 227 |
|
|
2014
Q2 | $391K | Sell |
6,879
-3,419
| -33% | -$194K | 0.14% | 115 |
|
|
2014
Q1 | $525K | Sell |
10,298
-71,512
| -87% | -$3.65M | 0.21% | 81 |
|
|
2013
Q4 | $4.13M | Buy |
81,810
+33,149
| +68% | +$1.67M | 2.04% | 12 |
|
|
2013
Q3 | $2.29M | Buy |
48,661
+26,732
| +122% | +$1.26M | 1.34% | 19 |
|
|
2013
Q2 | $976K | Buy |
+21,929
| New | +$976K | 0.68% | 35 |
|