Karp Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-241,115
| Closed | -$7.21M | – | 154 |
|
|
2022
Q1 | $7.21M | Sell |
241,115
-149,129
| -38% | -$4.46M | 1.05% | 41 |
|
|
2021
Q4 | $12.8M | Buy |
390,244
+62,841
| +19% | +$2.07M | 1.61% | 16 |
|
|
2021
Q3 | $10.6M | Buy |
327,403
+10,356
| +3% | +$336K | 1.5% | 20 |
|
|
2021
Q2 | $10.5M | Buy |
317,047
+7,667
| +2% | +$255K | 1.56% | 18 |
|
|
2021
Q1 | $10M | Buy |
309,380
+25,282
| +9% | +$817K | 1.81% | 16 |
|
|
2020
Q4 | $8.59M | Buy |
284,098
+14,026
| +5% | +$424K | 1.77% | 20 |
|
|
2020
Q3 | $7.35M | Sell |
270,072
-9,199
| -3% | -$250K | 1.8% | 22 |
|
|
2020
Q2 | $7.7M | Buy |
279,271
+14,758
| +6% | +$407K | 2.13% | 15 |
|
|
2020
Q1 | $6.57M | Buy |
264,513
+40,903
| +18% | +$1.02M | 2.16% | 13 |
|
|
2019
Q4 | $6.68M | Buy |
223,610
+12,520
| +6% | +$374K | 1.76% | 18 |
|
|
2019
Q3 | $6.16M | Buy |
211,090
+64,600
| +44% | +$1.89M | 1.8% | 23 |
|
|
2019
Q2 | $4.31M | Buy |
+146,490
| New | +$4.31M | 1.37% | 31 |
|
|
2019
Q1 | – | Sell |
-900
| Closed | -$24K | – | 252 |
|
|
2018
Q4 | $24K | Buy |
+900
| New | +$24K | 0.01% | 198 |
|