KA
Kaizen Advisory’s Premier PINC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-34,899
| Closed | -$1.27M | – | 604 |
|
|
2018
Q2 | $1.27M | Buy |
34,899
+32,004
| +1,105% | +$1.16M | 0.65% | 29 |
|
|
2018
Q1 | $91K | Sell |
2,895
-28,349
| -91% | -$891K | 0.09% | 135 |
|
|
2017
Q4 | $912K | Buy |
+31,244
| New | +$912K | 0.54% | 87 |
|