Karp Capital Management’s Alliance Californa Muni Fd AKP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,181
| Closed | -$98K | – | 423 |
|
|
2018
Q4 | $98K | Buy |
+7,181
| New | +$98K | 0.05% | 112 |
|
|
2015
Q4 | – | Sell |
-10,288
| Closed | -$141K | – | 314 |
|
|
2015
Q3 | $141K | Buy |
10,288
+3,755
| +57% | +$51.5K | 0.1% | 107 |
|
|
2015
Q2 | $88K | Sell |
6,533
-2,947
| -31% | -$39.7K | 0.06% | 137 |
|
|
2015
Q1 | $132K | Buy |
9,480
+4,053
| +75% | +$56.4K | 0.09% | 119 |
|
|
2014
Q4 | $74K | Buy |
+5,427
| New | +$74K | 0.05% | 145 |
|