JIP
Jaffetilchin Investment Partners’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,444
| Closed | -$286K | – | 371 |
|
|
2021
Q4 | $286K | Buy |
1,444
+128
| +10% | +$25.4K | 0.03% | 287 |
|
|
2021
Q3 | $240K | Sell |
1,316
-5,875
| -82% | -$1.07M | 0.03% | 312 |
|
|
2021
Q2 | $1.17M | Buy |
7,191
+5,788
| +413% | +$944K | 0.08% | 161 |
|
|
2021
Q1 | $249K | Sell |
1,403
-4,473
| -76% | -$794K | 0.03% | 300 |
|
|
2020
Q4 | $928K | Buy |
5,876
+991
| +20% | +$157K | 0.13% | 114 |
|
|
2020
Q3 | $658K | Buy |
+4,885
| New | +$658K | 0.12% | 100 |
|
|
2019
Q2 | – | Sell |
-6,346
| Closed | -$763K | – | 324 |
|
|
2019
Q1 | $763K | Buy |
6,346
+489
| +8% | +$58.8K | 0.17% | 96 |
|
|
2018
Q4 | $605K | Sell |
5,857
-3,817
| -39% | -$394K | 0.15% | 98 |
|
|
2018
Q3 | $1.22M | Buy |
9,674
+948
| +11% | +$120K | 0.26% | 69 |
|
|
2018
Q2 | $1M | Buy |
+8,726
| New | +$1M | 0.22% | 82 |
|