Jaffetilchin Investment Partners’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-300
| Closed | -$13.8K | – | 1057 |
|
|
2024
Q3 | $13.8K | Buy |
+300
| New | +$13.8K | ﹤0.01% | 830 |
|
|
2021
Q4 | – | Sell |
-8,598
| Closed | -$523K | – | 373 |
|
|
2021
Q3 | $523K | Sell |
8,598
-8,859
| -51% | -$539K | 0.06% | 195 |
|
|
2021
Q2 | $1.06M | Buy |
17,457
+7,569
| +77% | +$460K | 0.07% | 164 |
|
|
2021
Q1 | $606K | Buy |
9,888
+1,464
| +17% | +$89.7K | 0.07% | 182 |
|
|
2020
Q4 | $477K | Buy |
8,424
+906
| +12% | +$51.3K | 0.07% | 167 |
|
|
2020
Q3 | $315K | Sell |
7,518
-342,489
| -98% | -$14.4M | 0.06% | 183 |
|
|
2020
Q2 | $28.6M | Buy |
+350,007
| New | +$28.6M | 6.31% | 3 |
|
|
2020
Q1 | – | Sell |
-50,049
| Closed | -$2.16M | – | 213 |
|
|
2019
Q4 | $2.16M | Sell |
50,049
-1,413
| -3% | -$60.9K | 0.47% | 43 |
|
|
2019
Q3 | $1.95M | Sell |
51,462
-5,490
| -10% | -$208K | 0.46% | 40 |
|
|
2019
Q2 | $2.24M | Buy |
+56,952
| New | +$2.24M | 0.52% | 32 |
|