Karp Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-51,404
| Closed | -$4.63M | – | 52 |
|
2022
Q3 | $4.63M | Buy |
51,404
+693
| +1% | +$62.4K | 0.95% | 43 |
|
2022
Q2 | $4.79M | Sell |
50,711
-72,450
| -59% | -$6.84M | 0.85% | 46 |
|
2022
Q1 | $13.5M | Buy |
+123,161
| New | +$13.5M | 1.97% | 14 |
|
2018
Q4 | – | Sell |
-39,090
| Closed | -$3.27M | – | 406 |
|
2018
Q3 | $3.27M | Buy |
+39,090
| New | +$3.27M | 1.13% | 35 |
|
2015
Q3 | – | Sell |
-444
| Closed | -$29K | – | 372 |
|
2015
Q2 | $29K | Hold |
444
| – | – | 0.02% | 213 |
|
2015
Q1 | $29K | Hold |
444
| – | – | 0.02% | 217 |
|
2014
Q4 | $28K | Buy |
+444
| New | +$28K | 0.02% | 203 |
|