Karp Capital Management’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-60,205
| Closed | -$5.09M | – | 152 |
|
|
2022
Q1 | $5.09M | Sell |
60,205
-4,278
| -7% | -$362K | 0.74% | 50 |
|
|
2021
Q4 | $5.59M | Sell |
64,483
-22
| -0% | -$1.91K | 0.7% | 60 |
|
|
2021
Q3 | $5.33M | Buy |
64,505
+3,591
| +6% | +$296K | 0.75% | 54 |
|
|
2021
Q2 | $4.94M | Buy |
60,914
+5,887
| +11% | +$477K | 0.73% | 52 |
|
|
2021
Q1 | $4.12M | Buy |
+55,027
| New | +$4.12M | 0.75% | 54 |
|
|
2015
Q4 | – | Sell |
-940
| Closed | -$40K | – | 190 |
|
|
2015
Q3 | $40K | Hold |
940
| – | – | 0.03% | 186 |
|
|
2015
Q2 | $42K | Hold |
940
| – | – | 0.03% | 180 |
|
|
2015
Q1 | $42K | Hold |
940
| – | – | 0.03% | 183 |
|
|
2014
Q4 | $42K | Buy |
+940
| New | +$42K | 0.03% | 173 |
|