JIP
Jaffetilchin Investment Partners’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,150
| Closed | -$185K | – | 1027 |
|
|
2024
Q3 | $185K | Buy |
+2,150
| New | +$185K | 0.01% | 363 |
|
|
2018
Q1 | – | Sell |
-3,735
| Closed | -$264K | – | 341 |
|
|
2017
Q4 | $264K | Sell |
3,735
-6,961
| -65% | -$492K | 0.09% | 195 |
|
|
2017
Q3 | $688K | Buy |
10,696
+3,842
| +56% | +$247K | 0.16% | 111 |
|
|
2017
Q2 | $439K | Sell |
6,854
-9,982
| -59% | -$639K | 0.15% | 120 |
|
|
2017
Q1 | $1.06M | Buy |
16,836
+1,348
| +9% | +$85K | 0.27% | 62 |
|
|
2016
Q4 | $896K | Buy |
15,488
+11,438
| +282% | +$662K | 0.27% | 61 |
|
|
2016
Q3 | $209K | Buy |
+4,050
| New | +$209K | 0.07% | 207 |
|