EWM
Empirical Wealth Management’s Karat Packaging KRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-330,248
| Closed | -$6.03M | – | 483 |
|
|
2023
Q2 | $6.03M | Sell |
330,248
-3,005
| -0.9% | -$54.8K | 0.24% | 85 |
|
|
2023
Q1 | $4.44M | Sell |
333,253
-1,995
| -0.6% | -$26.6K | 0.19% | 91 |
|
|
2022
Q4 | $4.82M | Sell |
335,248
-223,380
| -40% | -$3.21M | 0.23% | 82 |
|
|
2022
Q3 | $8.93M | Buy |
558,628
+439,575
| +369% | +$7.03M | 0.47% | 44 |
|
|
2022
Q2 | $2.03M | Buy |
119,053
+5
| +0% | +$85 | 0.11% | 124 |
|
|
2022
Q1 | $2.36M | Buy |
+119,048
| New | +$2.36M | 0.12% | 117 |
|