JIP
Jaffetilchin Investment Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
27,252
+106
| +0.4% | +$7.72K | 0.13% | 114 |
|
|
2025
Q1 | $2.03M | Sell |
27,146
-242
| -0.9% | -$18.1K | 0.15% | 113 |
|
|
2024
Q4 | $1.92M | Buy |
27,388
+92
| +0.3% | +$6.44K | 0.14% | 105 |
|
|
2024
Q3 | $1.96M | Sell |
27,296
-4,847
| -15% | -$348K | 0.15% | 94 |
|
|
2024
Q2 | $2.09M | Buy |
32,143
+134
| +0.4% | +$8.7K | 0.18% | 84 |
|
|
2024
Q1 | $2.11M | Sell |
32,009
-2,500
| -7% | -$165K | 0.19% | 84 |
|
|
2023
Q4 | $2.16M | Buy |
34,509
+973
| +3% | +$61K | 0.21% | 78 |
|
|
2023
Q3 | $1.97M | Sell |
33,536
-745
| -2% | -$43.8K | 0.22% | 75 |
|
|
2023
Q2 | $2.15M | Buy |
34,281
+256
| +0.8% | +$16.1K | 0.23% | 72 |
|
|
2023
Q1 | $2.12M | Buy |
34,025
+730
| +2% | +$45.6K | 0.24% | 80 |
|
|
2022
Q4 | $2.13M | Buy |
33,295
+3,368
| +11% | +$215K | 0.26% | 75 |
|
|
2022
Q3 | $1.73M | Sell |
29,927
-3,926
| -12% | -$227K | 0.22% | 71 |
|
|
2022
Q2 | $2.1M | Buy |
33,853
+8,118
| +32% | +$503K | 0.25% | 69 |
|
|
2022
Q1 | $1.65M | Buy |
25,735
+4,661
| +22% | +$298K | 0.19% | 77 |
|
|
2021
Q4 | $1.45M | Buy |
21,074
+1,232
| +6% | +$84.5K | 0.14% | 102 |
|
|
2021
Q3 | $1.21M | Sell |
19,842
-38,245
| -66% | -$2.33M | 0.13% | 111 |
|
|
2021
Q2 | $3.36M | Buy |
58,087
+23,291
| +67% | +$1.35M | 0.23% | 81 |
|
|
2021
Q1 | $2.02M | Sell |
34,796
-3,521
| -9% | -$205K | 0.24% | 75 |
|
|
2020
Q4 | $2.16M | Sell |
38,317
-1,115
| -3% | -$62.7K | 0.31% | 55 |
|
|
2020
Q3 | $2.12M | Sell |
39,432
-2,846
| -7% | -$153K | 0.39% | 45 |
|
|
2020
Q2 | $2.1M | Buy |
+42,278
| New | +$2.1M | 0.46% | 41 |
|