KCM
Karp Capital Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,919
| Closed | -$332K | – | 164 |
|
|
2021
Q4 | $332K | Buy |
5,919
+922
| +18% | +$51.7K | 0.04% | 117 |
|
|
2021
Q3 | $297K | Sell |
4,997
-680
| -12% | -$40.4K | 0.04% | 139 |
|
|
2021
Q2 | $323K | Hold |
5,677
| – | – | 0.05% | 135 |
|
|
2021
Q1 | $314K | Buy |
+5,677
| New | +$314K | 0.06% | 111 |
|
|
2015
Q4 | – | Sell |
-3,900
| Closed | -$160K | – | 280 |
|
|
2015
Q3 | $160K | Buy |
3,900
+500
| +15% | +$20.5K | 0.11% | 99 |
|
|
2015
Q2 | $148K | Hold |
3,400
| – | – | 0.1% | 108 |
|
|
2015
Q1 | $148K | Sell |
3,400
-1,500
| -31% | -$65.3K | 0.1% | 112 |
|
|
2014
Q4 | $220K | Buy |
+4,900
| New | +$220K | 0.16% | 94 |
|