Jaffetilchin Investment Partners’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,884
| Closed | -$245K | – | 446 |
|
|
2024
Q4 | $245K | Hold |
2,884
| – | – | 0.02% | 344 |
|
|
2024
Q3 | $194K | Sell |
2,884
-385
| -12% | -$25.8K | 0.01% | 353 |
|
|
2024
Q2 | $211K | Buy |
3,269
+31
| +1% | +$2K | 0.02% | 328 |
|
|
2024
Q1 | $274K | Sell |
3,238
-833
| -20% | -$70.5K | 0.02% | 303 |
|
|
2023
Q4 | $315K | Buy |
+4,071
| New | +$315K | 0.03% | 279 |
|
|
2023
Q3 | – | Sell |
-4,274
| Closed | -$285K | – | 383 |
|
|
2023
Q2 | $285K | Sell |
4,274
-480
| -10% | -$32K | 0.03% | 295 |
|
|
2023
Q1 | $326K | Buy |
+4,754
| New | +$326K | 0.04% | 272 |
|
|
2022
Q3 | – | Sell |
-4,852
| Closed | -$298K | – | 342 |
|
|
2022
Q2 | $298K | Sell |
4,852
-1,269
| -21% | -$77.9K | 0.04% | 251 |
|
|
2022
Q1 | $464K | Sell |
6,121
-689
| -10% | -$52.2K | 0.05% | 193 |
|
|
2021
Q4 | $1.1M | Sell |
6,810
-3,657
| -35% | -$591K | 0.1% | 133 |
|
|
2021
Q3 | $2.51M | Sell |
10,467
-6,756
| -39% | -$1.62M | 0.27% | 66 |
|
|
2021
Q2 | $4.02M | Buy |
17,223
+10,377
| +152% | +$2.42M | 0.28% | 64 |
|
|
2021
Q1 | $1.55M | Buy |
6,846
+30
| +0.4% | +$6.81K | 0.18% | 103 |
|
|
2020
Q4 | $1.48M | Buy |
6,816
+4,996
| +275% | +$1.09M | 0.21% | 79 |
|
|
2020
Q3 | $296K | Buy |
+1,820
| New | +$296K | 0.05% | 190 |
|