JIP
Jaffetilchin Investment Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,105
| Closed | -$975K | – | 228 |
|
|
2020
Q1 | $975K | Sell |
20,105
-393
| -2% | -$19.1K | 0.34% | 43 |
|
|
2019
Q4 | $1.03M | Sell |
20,498
-1,714
| -8% | -$86.1K | 0.22% | 71 |
|
|
2019
Q3 | $1.12M | Sell |
22,212
-621
| -3% | -$31.3K | 0.27% | 57 |
|
|
2019
Q2 | $1.15M | Sell |
22,833
-973
| -4% | -$49K | 0.27% | 62 |
|
|
2019
Q1 | $1.2M | Sell |
23,806
-5,657
| -19% | -$284K | 0.27% | 56 |
|
|
2018
Q4 | $1.47M | Buy |
+29,463
| New | +$1.47M | 0.37% | 40 |
|
|
2017
Q1 | – | Sell |
-7,029
| Closed | -$353K | – | 273 |
|
|
2016
Q4 | $353K | Buy |
+7,029
| New | +$353K | 0.11% | 162 |
|