KA
Kaizen Advisory’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $117K | Buy |
688
+82
| +14% | +$13.9K | 0.08% | 205 |
|
|
2018
Q3 | $118K | Hold |
606
| – | – | 0.06% | 209 |
|
|
2018
Q2 | $124K | Buy |
606
+357
| +143% | +$73.1K | 0.06% | 203 |
|
|
2018
Q1 | $48K | Sell |
249
-6,887
| -97% | -$1.33M | 0.05% | 206 |
|
|
2017
Q4 | $1.21M | Buy |
+7,136
| New | +$1.21M | 0.72% | 54 |
|