Karp Capital Management’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,356
| Closed | -$346K | – | 163 |
|
|
2022
Q1 | $346K | Sell |
5,356
-2,788
| -34% | -$180K | 0.05% | 109 |
|
|
2021
Q4 | $550K | Buy |
8,144
+840
| +12% | +$56.7K | 0.07% | 107 |
|
|
2021
Q3 | $428K | Hold |
7,304
| – | – | 0.06% | 122 |
|
|
2021
Q2 | $426K | Buy |
7,304
+1,009
| +16% | +$58.8K | 0.06% | 123 |
|
|
2021
Q1 | $330K | Buy |
+6,295
| New | +$330K | 0.06% | 109 |
|
|
2020
Q2 | – | Sell |
-140,174
| Closed | -$5.49M | – | 101 |
|
|
2020
Q1 | $5.49M | Buy |
140,174
+36,349
| +35% | +$1.42M | 1.8% | 20 |
|
|
2019
Q4 | $5.67M | Buy |
103,825
+4,635
| +5% | +$253K | 1.49% | 27 |
|
|
2019
Q3 | $5.51M | Buy |
+99,190
| New | +$5.51M | 1.61% | 27 |
|