KA
Kaizen Advisory’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $19.1M | Sell |
76,256
-26,015
| -25% | -$6.5M | 13.24% | 1 |
|
|
2018
Q3 | $29.7M | Sell |
102,271
-690
| -0.7% | -$201K | 15.52% | 1 |
|
|
2018
Q2 | $27.9M | Sell |
102,961
-105,296
| -51% | -$28.6M | 14.19% | 1 |
|
|
2018
Q1 | $54.8M | Buy |
208,257
+162,701
| +357% | +$42.8M | 54.11% | 1 |
|
|
2017
Q4 | $12.2M | Buy |
+45,556
| New | +$12.2M | 7.26% | 1 |
|