KCM
Karp Capital Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-85,199
| Closed | -$9.22M | – | 153 |
|
|
2022
Q1 | $9.22M | Sell |
85,199
-13,148
| -13% | -$1.42M | 1.34% | 28 |
|
|
2021
Q4 | $11.4M | Buy |
98,347
+9,335
| +10% | +$1.08M | 1.43% | 25 |
|
|
2021
Q3 | $9.11M | Buy |
89,012
+4,918
| +6% | +$504K | 1.28% | 27 |
|
|
2021
Q2 | $8.57M | Buy |
+84,094
| New | +$8.57M | 1.27% | 25 |
|
|
2019
Q1 | – | Sell |
-65
| Closed | -$5K | – | 251 |
|
|
2018
Q4 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 295 |
|
|
2018
Q1 | – | Sell |
-42,411
| Closed | -$3.44M | – | 124 |
|
|
2017
Q4 | $3.44M | Buy |
42,411
+8,734
| +26% | +$708K | 1.45% | 21 |
|
|
2017
Q3 | $2.69M | Buy |
33,677
+3,944
| +13% | +$315K | 1.25% | 32 |
|
|
2017
Q2 | $2.37M | Buy |
29,733
+178
| +0.6% | +$14.2K | 1.17% | 40 |
|
|
2017
Q1 | $2.32M | Buy |
+29,555
| New | +$2.32M | 1.31% | 36 |
|
|
2016
Q4 | – | Sell |
-67,168
| Closed | -$5.42M | – | 80 |
|
|
2016
Q3 | $5.42M | Sell |
67,168
-2,818
| -4% | -$227K | 3.46% | 3 |
|
|
2016
Q2 | $5.77M | Buy |
69,986
+21,936
| +46% | +$1.81M | 3.83% | 3 |
|
|
2016
Q1 | $3.74M | Buy |
48,050
+16,262
| +51% | +$1.27M | 2.58% | 3 |
|
|
2015
Q4 | $2.39M | Buy |
31,788
+27,248
| +600% | +$2.05M | 1.39% | 31 |
|
|
2015
Q3 | $322K | Buy |
4,540
+3,620
| +393% | +$257K | 0.22% | 73 |
|
|
2015
Q2 | $66K | Sell |
920
-24,667
| -96% | -$1.77M | 0.04% | 152 |
|
|
2015
Q1 | $2.03M | Buy |
25,587
+2,945
| +13% | +$234K | 1.38% | 28 |
|
|
2014
Q4 | $1.74M | Buy |
+22,642
| New | +$1.74M | 1.27% | 29 |
|