Kaizen Advisory’s Alaska Air ALK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$21K Buy
350
+71
+25% +$4.59K 0.01% 503
2018
Q3
$19K Hold
279
0.01% 526
2018
Q2
$17K Buy
279
+156
+127% +$9.66K 0.01% 537
2018
Q1
$8K Hold
123
0.01% 519
2017
Q4
$9K Buy
+123
New +$8.75K 0.01% 492

Other funds holding ALK

Kaizen Advisory's ALK Position: Q4 2018 in Review

Kaizen Advisory increased its Alaska Air (ALK) stake by 25% in Q4 2018, buying an estimated $4.59K and bringing the position to 350 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #503.

Kaizen Advisory first reported a position in ALK in Q4 2017 and has held it in 5 quarters since. 535 funds tracked by Wall St. Rank hold ALK as of Q4 2018.

  • Kaizen Advisory held 350 shares of Alaska Air worth $21K as of Q4 2018.
  • Kaizen Advisory bought 71 Alaska Air shares in Q4 2018, an estimated $4.59K.
  • Alaska Air made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #503 holding.
  • Kaizen Advisory first reported a position in Alaska Air in Q4 2017 and has held it in 5 quarters since.
  • 535 funds tracked by Wall St. Rank held Alaska Air as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.