Jaffetilchin Investment Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
21,508
-276
| -1% | -$2.92K | 0.01% | 389 |
|
|
2025
Q1 | $243K | Sell |
21,784
-690
| -3% | -$7.71K | 0.02% | 364 |
|
|
2024
Q4 | $239K | Sell |
22,474
-108
| -0.5% | -$1.15K | 0.02% | 348 |
|
|
2024
Q3 | $273K | Sell |
22,582
-930
| -4% | -$11.2K | 0.02% | 305 |
|
|
2024
Q2 | $263K | Sell |
23,512
-1,643
| -7% | -$18.4K | 0.02% | 297 |
|
|
2024
Q1 | $294K | Sell |
25,155
-3,576
| -12% | -$41.8K | 0.03% | 293 |
|
|
2023
Q4 | $340K | Buy |
28,731
+6,883
| +32% | +$81.4K | 0.03% | 265 |
|
|
2023
Q3 | $248K | Buy |
21,848
+3,821
| +21% | +$43.4K | 0.03% | 292 |
|
|
2023
Q2 | $217K | Buy |
+18,027
| New | +$217K | 0.02% | 333 |
|