KA
Kaizen Advisory’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $66K | Buy |
1,044
+159
| +18% | +$10.1K | 0.05% | 276 |
|
|
2018
Q3 | $74K | Hold |
885
| – | – | 0.04% | 269 |
|
|
2018
Q2 | $82K | Buy |
885
+521
| +143% | +$48.3K | 0.04% | 258 |
|
|
2018
Q1 | $36K | Hold |
364
| – | – | 0.04% | 243 |
|
|
2017
Q4 | $36K | Buy |
+364
| New | +$36K | 0.02% | 228 |
|