KCM
Karp Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-142,010
| Closed | -$5.61M | – | 85 |
|
|
2016
Q3 | $5.61M | Sell |
142,010
-3,009
| -2% | -$119K | 3.59% | 2 |
|
|
2016
Q2 | $5.79M | Buy |
145,019
+81,548
| +128% | +$3.25M | 3.85% | 2 |
|
|
2016
Q1 | $2.48M | Sell |
63,471
-10,223
| -14% | -$399K | 1.71% | 23 |
|
|
2015
Q4 | $2.86M | Buy |
73,694
+6,879
| +10% | +$267K | 1.66% | 23 |
|
|
2015
Q3 | $2.58M | Buy |
66,815
+6,675
| +11% | +$258K | 1.76% | 22 |
|
|
2015
Q2 | $2.36M | Buy |
60,140
+9,793
| +19% | +$384K | 1.59% | 23 |
|
|
2015
Q1 | $2.02M | Buy |
50,347
+2,727
| +6% | +$109K | 1.37% | 29 |
|
|
2014
Q4 | $1.84M | Buy |
+47,620
| New | +$1.84M | 1.34% | 25 |
|