Karp Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-59,392
| Closed | -$3.71M | – | 132 |
|
|
2022
Q2 | $3.71M | Buy |
+59,392
| New | +$3.71M | 0.66% | 59 |
|
|
2019
Q1 | – | Sell |
-650
| Closed | -$38K | – | 183 |
|
|
2018
Q4 | $38K | Buy |
+650
| New | +$38K | 0.02% | 161 |
|
|
2018
Q3 | – | Sell |
-54,747
| Closed | -$3.67M | – | 117 |
|
|
2018
Q2 | $3.67M | Sell |
54,747
-2,493
| -4% | -$167K | 1.44% | 20 |
|
|
2018
Q1 | $3.99M | Buy |
57,240
+3,465
| +6% | +$241K | 1.61% | 19 |
|
|
2017
Q4 | $3.78M | Buy |
53,775
+8,300
| +18% | +$584K | 1.6% | 18 |
|
|
2017
Q3 | $3.11M | Buy |
45,475
+6,630
| +17% | +$454K | 1.45% | 21 |
|
|
2017
Q2 | $2.53M | Buy |
38,845
+9,920
| +34% | +$647K | 1.25% | 34 |
|
|
2017
Q1 | $1.8M | Buy |
+28,925
| New | +$1.8M | 1.02% | 45 |
|
|
2015
Q4 | – | Sell |
-910
| Closed | -$52K | – | 148 |
|
|
2015
Q3 | $52K | Buy |
910
+235
| +35% | +$13.4K | 0.04% | 165 |
|
|
2015
Q2 | $43K | Hold |
675
| – | – | 0.03% | 176 |
|
|
2015
Q1 | $43K | Buy |
675
+243
| +56% | +$15.5K | 0.03% | 180 |
|
|
2014
Q4 | $26K | Buy |
+432
| New | +$26K | 0.02% | 208 |
|