JIP
Jaffetilchin Investment Partners’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,198
| Closed | -$488K | – | 444 |
|
|
2024
Q4 | $488K | Sell |
10,198
-823
| -7% | -$39.4K | 0.04% | 232 |
|
|
2024
Q3 | $504K | Buy |
+11,021
| New | +$504K | 0.04% | 228 |
|
|
2023
Q1 | – | Sell |
-4,951
| Closed | -$216K | – | 381 |
|
|
2022
Q4 | $216K | Buy |
+4,951
| New | +$216K | 0.03% | 325 |
|
|
2022
Q1 | – | Sell |
-3,931
| Closed | -$221K | – | 384 |
|
|
2021
Q4 | $221K | Buy |
3,931
+226
| +6% | +$12.7K | 0.02% | 317 |
|
|
2021
Q3 | $220K | Sell |
3,705
-3,516
| -49% | -$209K | 0.02% | 325 |
|
|
2021
Q2 | $376K | Buy |
7,221
+3,495
| +94% | +$182K | 0.03% | 300 |
|
|
2021
Q1 | $206K | Buy |
+3,726
| New | +$206K | 0.02% | 337 |
|
|
2020
Q1 | – | Sell |
-3,700
| Closed | -$219K | – | 230 |
|
|
2019
Q4 | $219K | Buy |
+3,700
| New | +$219K | 0.05% | 216 |
|
|
2015
Q4 | – | Sell |
-10,146
| Closed | -$416K | – | 225 |
|
|
2015
Q3 | $416K | Buy |
+10,146
| New | +$416K | 0.16% | 110 |
|