Karp Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-60
| Closed | -$5K | – | 248 |
|
|
2018
Q4 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 294 |
|
|
2016
Q1 | – | Sell |
-18,806
| Closed | -$1.29M | – | 89 |
|
|
2015
Q4 | $1.29M | Buy |
18,806
+2,083
| +12% | +$143K | 0.75% | 53 |
|
|
2015
Q3 | $1.12M | Buy |
16,723
+265
| +2% | +$17.8K | 0.77% | 47 |
|
|
2015
Q2 | $1.21M | Buy |
16,458
+2,315
| +16% | +$171K | 0.82% | 45 |
|
|
2015
Q1 | $1.06M | Sell |
14,143
-325
| -2% | -$24.5K | 0.72% | 45 |
|
|
2014
Q4 | $1.07M | Buy |
+14,468
| New | +$1.07M | 0.78% | 42 |
|