AWM Investment Company’s Karat Packaging KRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-75,359
| Closed | -$1M | – | 117 |
|
|
2023
Q1 | $1M | Sell |
75,359
-61,430
| -45% | -$819K | 0.14% | 89 |
|
|
2022
Q4 | $1.97M | Sell |
136,789
-169,197
| -55% | -$2.43M | 0.28% | 65 |
|
|
2022
Q3 | $4.89M | Hold |
305,986
| – | – | 0.74% | 38 |
|
|
2022
Q2 | $5.22M | Hold |
305,986
| – | – | 0.82% | 35 |
|
|
2022
Q1 | $6.07M | Hold |
305,986
| – | – | 0.78% | 38 |
|
|
2021
Q4 | $6.18M | Sell |
305,986
-94,014
| -24% | -$1.9M | 0.62% | 52 |
|
|
2021
Q3 | $8.41M | Hold |
400,000
| – | – | 0.83% | 41 |
|
|
2021
Q2 | $8.15M | Buy |
+400,000
| New | +$8.15M | 0.8% | 45 |
|