KCM
Karp Capital Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-28,006
| Closed | -$718K | – | 100 |
|
|
2015
Q4 | $718K | Buy |
+28,006
| New | +$718K | 0.42% | 68 |
|
|
2015
Q3 | – | Sell |
-192,270
| Closed | -$4.81M | – | 391 |
|
|
2015
Q2 | $4.81M | Buy |
192,270
+59,970
| +45% | +$1.5M | 3.25% | 2 |
|
|
2015
Q1 | $3.43M | Buy |
132,300
+52,800
| +66% | +$1.37M | 2.32% | 11 |
|
|
2014
Q4 | $1.91M | Buy |
+79,500
| New | +$1.91M | 1.39% | 24 |
|