Karp Capital Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,250
| Closed | -$220K | – | 178 |
|
|
2021
Q3 | $220K | Hold |
4,250
| – | – | 0.03% | 164 |
|
|
2021
Q2 | $220K | Sell |
4,250
-5,879
| -58% | -$304K | 0.03% | 161 |
|
|
2021
Q1 | $524K | Buy |
10,129
+2,963
| +41% | +$153K | 0.09% | 100 |
|
|
2020
Q4 | $374K | Sell |
7,166
-62
| -0.9% | -$3.24K | 0.08% | 101 |
|
|
2020
Q3 | $377K | Buy |
+7,228
| New | +$377K | 0.09% | 79 |
|
|
2019
Q1 | – | Sell |
-785
| Closed | -$39K | – | 331 |
|
|
2018
Q4 | $39K | Buy |
+785
| New | +$39K | 0.02% | 160 |
|