Karp Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,189
| Closed | -$480K | – | 144 |
|
|
2021
Q4 | $480K | Sell |
4,189
-107
| -2% | -$12.3K | 0.06% | 110 |
|
|
2021
Q3 | $469K | Buy |
4,296
+67
| +2% | +$7.31K | 0.07% | 120 |
|
|
2021
Q2 | $478K | Buy |
+4,229
| New | +$478K | 0.07% | 121 |
|
|
2020
Q1 | – | Sell |
-3,547
| Closed | -$297K | – | 99 |
|
|
2019
Q4 | $297K | Hold |
3,547
| – | – | 0.08% | 93 |
|
|
2019
Q3 | $276K | Hold |
3,547
| – | – | 0.08% | 95 |
|
|
2019
Q2 | $278K | Hold |
3,547
| – | – | 0.09% | 97 |
|
|
2019
Q1 | $274K | Buy |
3,547
+2,714
| +326% | +$210K | 0.1% | 104 |
|
|
2018
Q4 | $58K | Buy |
+833
| New | +$58K | 0.03% | 131 |
|