Jaffetilchin Investment Partners’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
2,625
+20
| +0.8% | +$3.39K | 0.03% | 274 |
|
|
2025
Q1 | $399K | Hold |
2,605
| – | – | 0.03% | 275 |
|
|
2024
Q4 | $405K | Sell |
2,605
-76
| -3% | -$11.8K | 0.03% | 261 |
|
|
2024
Q3 | $421K | Hold |
2,681
| – | – | 0.03% | 248 |
|
|
2024
Q2 | $395K | Buy |
2,681
+21
| +0.8% | +$3.1K | 0.03% | 249 |
|
|
2024
Q1 | $385K | Hold |
2,660
| – | – | 0.03% | 251 |
|
|
2023
Q4 | $354K | Buy |
2,660
+22
| +0.8% | +$2.93K | 0.03% | 256 |
|
|
2023
Q3 | $317K | Hold |
2,638
| – | – | 0.04% | 254 |
|
|
2023
Q2 | $328K | Buy |
2,638
+25
| +1% | +$3.11K | 0.03% | 265 |
|
|
2023
Q1 | $307K | Hold |
2,613
| – | – | 0.03% | 283 |
|
|
2022
Q4 | $285K | Sell |
2,613
-1,360
| -34% | -$149K | 0.03% | 284 |
|
|
2022
Q3 | $397K | Hold |
3,973
| – | – | 0.05% | 211 |
|
|
2022
Q2 | $425K | Buy |
3,973
+37
| +0.9% | +$3.96K | 0.05% | 201 |
|
|
2022
Q1 | $438K | Buy |
3,936
+2
| +0.1% | +$223 | 0.05% | 204 |
|
|
2021
Q4 | $532K | Buy |
3,934
+28
| +0.7% | +$3.79K | 0.05% | 206 |
|
|
2021
Q3 | $494K | Sell |
3,906
-4,147
| -51% | -$524K | 0.05% | 204 |
|
|
2021
Q2 | $960K | Buy |
8,053
+4,178
| +108% | +$498K | 0.07% | 173 |
|
|
2021
Q1 | $459K | Sell |
3,875
-272
| -7% | -$32.2K | 0.05% | 208 |
|
|
2020
Q4 | $466K | Buy |
4,147
+29
| +0.7% | +$3.26K | 0.07% | 169 |
|
|
2020
Q3 | $410K | Sell |
4,118
-80
| -2% | -$7.97K | 0.08% | 156 |
|
|
2020
Q2 | $387K | Sell |
4,198
-139
| -3% | -$12.8K | 0.09% | 152 |
|
|
2020
Q1 | $338K | Sell |
4,337
-1,192
| -22% | -$92.9K | 0.12% | 112 |
|
|
2019
Q4 | $546K | Buy |
5,529
+468
| +9% | +$46.2K | 0.12% | 114 |
|
|
2019
Q3 | $465K | Buy |
5,061
+65
| +1% | +$5.97K | 0.11% | 123 |
|
|
2019
Q2 | $455K | Buy |
4,996
+2,216
| +80% | +$202K | 0.11% | 140 |
|
|
2019
Q1 | $247K | Buy |
2,780
+202
| +8% | +$17.9K | 0.05% | 241 |
|
|
2018
Q4 | $203K | Buy |
+2,578
| New | +$203K | 0.05% | 243 |
|