Karp Capital Management’s First Trust California Municipal High income ETF FCAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-67,109
| Closed | -$3.42M | – | 145 |
|
|
2022
Q1 | $3.42M | Sell |
67,109
-19,178
| -22% | -$977K | 0.5% | 65 |
|
|
2021
Q4 | $4.72M | Buy |
86,287
+12,813
| +17% | +$701K | 0.59% | 67 |
|
|
2021
Q3 | $4.01M | Buy |
73,474
+5,309
| +8% | +$289K | 0.56% | 70 |
|
|
2021
Q2 | $3.75M | Buy |
68,165
+4,181
| +7% | +$230K | 0.56% | 72 |
|
|
2021
Q1 | $3.45M | Buy |
63,984
+6,553
| +11% | +$353K | 0.62% | 63 |
|
|
2020
Q4 | $3.11M | Buy |
57,431
+10,806
| +23% | +$585K | 0.64% | 58 |
|
|
2020
Q3 | $2.46M | Sell |
46,625
-3,373
| -7% | -$178K | 0.6% | 55 |
|
|
2020
Q2 | $2.61M | Buy |
49,998
+3,731
| +8% | +$195K | 0.72% | 51 |
|
|
2020
Q1 | $2.37M | Buy |
46,267
+1,712
| +4% | +$87.5K | 0.78% | 47 |
|
|
2019
Q4 | $2.38M | Buy |
+44,555
| New | +$2.38M | 0.63% | 60 |
|