IFP Advisors’s Karat Packaging KRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366 | Buy |
13
+10
| +333% | +$282 | ﹤0.01% | 4509 |
|
|
2025
Q1 | $80 | Hold |
3
| – | – | ﹤0.01% | 3925 |
|
|
2024
Q4 | $91 | Buy |
3
+2
| +200% | +$61 | ﹤0.01% | 4071 |
|
|
2024
Q3 | $45 | Sell |
1
-735
| -100% | -$33.1K | ﹤0.01% | 3257 |
|
|
2024
Q2 | $21.8K | Sell |
736
-47
| -6% | -$1.39K | ﹤0.01% | 2041 |
|
|
2024
Q1 | $22.4K | Sell |
783
-61
| -7% | -$1.75K | ﹤0.01% | 1917 |
|
|
2023
Q4 | $21K | Buy |
+844
| New | +$21K | ﹤0.01% | 1890 |
|
|
2023
Q1 | – | Sell |
-600
| Closed | -$11K | – | 3974 |
|
|
2022
Q4 | $11K | Hold |
600
| – | – | ﹤0.01% | 3324 |
|
|
2022
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 3584 |
|
|
2022
Q2 | $11K | Hold |
600
| – | – | ﹤0.01% | 3334 |
|
|
2022
Q1 | $11K | Buy |
+600
| New | +$11K | ﹤0.01% | 3334 |
|