LJAC
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L.J. Altfest & Co’s iShares US Home Construction ETF ITB Stock Holding History

L.J. Altfest & Co’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,048
Closed -$2.55M – 351
2024
Q3 		$2.55M Buy
+20,048
New +$2.32M 0.34% 56
2020
Q1 		– Sell
-7,553
Closed -$336K – 214
2019
Q4 		$336K Sell
7,553
-503
-6% -$22.4K 0.09% 142
2019
Q3 		$349K Sell
8,056
-1,846
-19% -$74K 0.09% 130
2019
Q2 		$378K Sell
9,902
-2,951
-23% -$112K 0.1% 119
2019
Q1 		$453K Sell
12,853
-877
-6% -$29.8K 0.11% 107
2018
Q4 		$412K Sell
13,730
-43,463
-76% -$1.37M 0.12% 100
2018
Q3 		$2.02M Buy
+57,193
New +$2.17M 0.6% 29

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Goldman Sachs
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Morgan Stanley
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UBS Group
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Citigroup
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BNP Paribas Financial Markets
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return