JIP
Jaffetilchin Investment Partners’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-893
| Closed | -$91K | – | 837 |
|
|
2024
Q3 | $91K | Buy |
+893
| New | +$91K | 0.01% | 476 |
|
|
2022
Q3 | – | Sell |
-2,307
| Closed | -$212K | – | 325 |
|
|
2022
Q2 | $212K | Sell |
2,307
-479
| -17% | -$44K | 0.03% | 294 |
|
|
2022
Q1 | $263K | Sell |
2,786
-690
| -20% | -$65.1K | 0.03% | 276 |
|
|
2021
Q4 | $404K | Sell |
3,476
-112
| -3% | -$13K | 0.04% | 240 |
|
|
2021
Q3 | $367K | Sell |
3,588
-5,384
| -60% | -$551K | 0.04% | 247 |
|
|
2021
Q2 | $818K | Buy |
8,972
+5,925
| +194% | +$540K | 0.06% | 198 |
|
|
2021
Q1 | $280K | Sell |
3,047
-2,863
| -48% | -$263K | 0.03% | 277 |
|
|
2020
Q4 | $506K | Buy |
5,910
+185
| +3% | +$15.8K | 0.07% | 161 |
|
|
2020
Q3 | $457K | Sell |
5,725
-10
| -0.2% | -$798 | 0.08% | 132 |
|
|
2020
Q2 | $452K | Sell |
5,735
-3,254
| -36% | -$256K | 0.1% | 125 |
|
|
2020
Q1 | $625K | Sell |
8,989
-51,027
| -85% | -$3.55M | 0.22% | 68 |
|
|
2019
Q4 | $5.59M | Buy |
60,016
+558
| +0.9% | +$51.9K | 1.21% | 14 |
|
|
2019
Q3 | $5.56M | Buy |
59,458
+26,886
| +83% | +$2.52M | 1.33% | 14 |
|
|
2019
Q2 | $2.84M | Buy |
32,572
+12,527
| +62% | +$1.09M | 0.66% | 26 |
|
|
2019
Q1 | $1.75M | Buy |
20,045
+16,190
| +420% | +$1.41M | 0.39% | 36 |
|
|
2018
Q4 | $289K | Buy |
3,855
+42
| +1% | +$3.15K | 0.07% | 194 |
|
|
2018
Q3 | $305K | Buy |
3,813
+25
| +0.7% | +$2K | 0.06% | 228 |
|
|
2018
Q2 | $305K | Buy |
3,788
+200
| +6% | +$16.1K | 0.07% | 228 |
|
|
2018
Q1 | $271K | Buy |
3,588
+121
| +3% | +$9.14K | 0.06% | 264 |
|
|
2017
Q4 | $281K | Buy |
3,467
+198
| +6% | +$16K | 0.09% | 191 |
|
|
2017
Q3 | $261K | Buy |
3,269
+713
| +28% | +$56.9K | 0.06% | 251 |
|
|
2017
Q2 | $204K | Buy |
+2,556
| New | +$204K | 0.07% | 213 |
|
|
2016
Q4 | – | Sell |
-2,514
| Closed | -$203K | – | 279 |
|
|
2016
Q3 | $203K | Buy |
2,514
+12
| +0.5% | +$969 | 0.06% | 210 |
|
|
2016
Q2 | $206K | Sell |
2,502
-717
| -22% | -$59K | 0.06% | 203 |
|
|
2016
Q1 | $251K | Buy |
3,219
+24
| +0.8% | +$1.87K | 0.08% | 147 |
|
|
2015
Q4 | $240K | Buy |
+3,195
| New | +$240K | 0.08% | 162 |
|
|
2015
Q2 | – | Sell |
-2,824
| Closed | -$224K | – | 225 |
|
|
2015
Q1 | $224K | Sell |
2,824
-1,514
| -35% | -$120K | 0.07% | 189 |
|
|
2014
Q4 | $333K | Sell |
4,338
-782
| -15% | -$60K | 0.11% | 144 |
|
|
2014
Q3 | $354K | Buy |
5,120
+48
| +0.9% | +$3.32K | 0.13% | 134 |
|
|
2014
Q2 | $364K | Buy |
5,072
+530
| +12% | +$38K | 0.13% | 149 |
|
|
2014
Q1 | $307K | Sell |
4,542
-12,054
| -73% | -$815K | 0.12% | 153 |
|
|
2013
Q4 | $1.05M | Buy |
16,596
+3,233
| +24% | +$204K | 0.52% | 41 |
|
|
2013
Q3 | $852K | Buy |
13,363
+3,964
| +42% | +$253K | 0.5% | 46 |
|
|
2013
Q2 | $624K | Buy |
+9,399
| New | +$624K | 0.43% | 61 |
|