Karp Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,005
| Closed | -$327K | – | 125 |
|
|
2018
Q1 | $327K | Sell |
3,005
-200
| -6% | -$21.8K | 0.13% | 106 |
|
|
2017
Q4 | $355K | Hold |
3,205
| – | – | 0.15% | 104 |
|
|
2017
Q3 | $355K | Buy |
+3,205
| New | +$355K | 0.17% | 96 |
|
|
2016
Q4 | – | Sell |
-3,515
| Closed | -$396K | – | 82 |
|
|
2016
Q3 | $396K | Buy |
3,515
+480
| +16% | +$54.1K | 0.25% | 72 |
|
|
2016
Q2 | $346K | Buy |
3,035
+580
| +24% | +$66.1K | 0.23% | 70 |
|
|
2016
Q1 | $274K | Sell |
2,455
-290
| -11% | -$32.4K | 0.19% | 74 |
|
|
2015
Q4 | $304K | Sell |
2,745
-40
| -1% | -$4.43K | 0.18% | 83 |
|
|
2015
Q3 | $305K | Buy |
2,785
+980
| +54% | +$107K | 0.21% | 75 |
|
|
2015
Q2 | $195K | Buy |
1,805
+455
| +34% | +$49.2K | 0.13% | 95 |
|
|
2015
Q1 | $149K | Buy |
+1,350
| New | +$149K | 0.1% | 110 |
|