Karp Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,232
| Closed | -$237K | – | 162 |
|
|
2021
Q4 | $237K | Buy |
2,232
+102
| +5% | +$10.8K | 0.03% | 140 |
|
|
2021
Q3 | $204K | Hold |
2,130
| – | – | 0.03% | 167 |
|
|
2021
Q2 | $204K | Buy |
+2,130
| New | +$204K | 0.03% | 164 |
|
|
2019
Q1 | – | Sell |
-2,260
| Closed | -$117K | – | 339 |
|
|
2018
Q4 | $117K | Buy |
+2,260
| New | +$117K | 0.06% | 107 |
|