Jaffetilchin Investment Partners’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-21
| Closed | -$12.3K | – | 931 |
|
2024
Q3 | $12.3K | Buy |
+21
| New | +$12.3K | ﹤0.01% | 855 |
|
2018
Q4 | – | Sell |
-3,527
| Closed | -$626K | – | 320 |
|
2018
Q3 | $626K | Buy |
3,527
+124
| +4% | +$22K | 0.13% | 128 |
|
2018
Q2 | $563K | Buy |
3,403
+94
| +3% | +$15.6K | 0.13% | 147 |
|
2018
Q1 | $495K | Sell |
3,309
-218
| -6% | -$32.6K | 0.11% | 157 |
|
2017
Q4 | $446K | Buy |
+3,527
| New | +$446K | 0.15% | 126 |
|
2017
Q1 | – | Sell |
-6,903
| Closed | -$544K | – | 272 |
|
2016
Q4 | $544K | Sell |
6,903
-1,416
| -17% | -$112K | 0.16% | 109 |
|
2016
Q3 | $698K | Buy |
8,319
+1,416
| +21% | +$119K | 0.22% | 70 |
|
2016
Q2 | $532K | Sell |
6,903
-4,108
| -37% | -$317K | 0.16% | 98 |
|
2016
Q1 | $816K | Buy |
+11,011
| New | +$816K | 0.26% | 47 |
|
2015
Q1 | – | Sell |
-6,687
| Closed | -$317K | – | 235 |
|
2014
Q4 | $317K | Buy |
+6,687
| New | +$317K | 0.11% | 160 |
|