KCM
Karp Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-21,336
| Closed | -$6.25M | – | 148 |
|
|
2021
Q4 | $6.25M | Sell |
21,336
-3,291
| -13% | -$965K | 0.78% | 55 |
|
|
2021
Q3 | $7.23M | Buy |
+24,627
| New | +$7.23M | 1.02% | 37 |
|
|
2020
Q1 | – | Sell |
-15,772
| Closed | -$3.38M | – | 104 |
|
|
2019
Q4 | $3.38M | Sell |
15,772
-20
| -0.1% | -$4.29K | 0.89% | 47 |
|
|
2019
Q3 | $3.04M | Sell |
15,792
-85
| -0.5% | -$16.4K | 0.89% | 46 |
|
|
2019
Q2 | $3.19M | Sell |
15,877
-14,937
| -48% | -$3M | 1.01% | 45 |
|
|
2019
Q1 | $6.06M | Sell |
30,814
-1,040
| -3% | -$205K | 2.15% | 10 |
|
|
2018
Q4 | $5.35M | Sell |
31,854
-1,817
| -5% | -$305K | 2.55% | 7 |
|
|
2018
Q3 | $7.24M | Sell |
33,671
-967
| -3% | -$208K | 2.49% | 4 |
|
|
2018
Q2 | $7.08M | Buy |
34,638
+2,560
| +8% | +$523K | 2.79% | 3 |
|
|
2018
Q1 | $6.11M | Sell |
32,078
-305
| -0.9% | -$58.1K | 2.46% | 7 |
|
|
2017
Q4 | $6.05M | Buy |
32,383
+1,255
| +4% | +$234K | 2.56% | 7 |
|
|
2017
Q3 | $5.57M | Buy |
31,128
+1,370
| +5% | +$245K | 2.59% | 8 |
|
|
2017
Q2 | $5.02M | Buy |
29,758
+1,778
| +6% | +$300K | 2.48% | 8 |
|
|
2017
Q1 | $4.52M | Buy |
27,980
+611
| +2% | +$98.8K | 2.56% | 7 |
|
|
2016
Q4 | $4.21M | Buy |
27,369
+2,088
| +8% | +$321K | 2.78% | 7 |
|
|
2016
Q3 | $3.76M | Buy |
+25,281
| New | +$3.76M | 2.41% | 12 |
|
|
2015
Q4 | – | Sell |
-27,627
| Closed | -$3.7M | – | 189 |
|
|
2015
Q3 | $3.7M | Sell |
27,627
-304
| -1% | -$40.7K | 2.53% | 5 |
|
|
2015
Q2 | $4.32M | Buy |
27,931
+3,235
| +13% | +$500K | 2.91% | 4 |
|
|
2015
Q1 | $3.74M | Buy |
+24,696
| New | +$3.74M | 2.54% | 6 |
|