KFS
Kaizen Financial Strategies’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
12,983
+6,033
| +87% | +$177K | 0.19% | 96 |
|
|
2025
Q1 | $201K | Buy |
+6,950
| New | +$201K | 0.12% | 134 |
|
|
2024
Q4 | – | Sell |
-7,450
| Closed | -$219K | – | 134 |
|
|
2024
Q3 | $219K | Hold |
7,450
| – | – | 0.13% | 122 |
|
|
2024
Q2 | $214K | Hold |
7,450
| – | – | 0.13% | 121 |
|
|
2024
Q1 | $216K | Hold |
7,450
| – | – | 0.15% | 111 |
|
|
2023
Q4 | $214K | Sell |
7,450
-600
| -7% | -$17.3K | 0.16% | 106 |
|
|
2023
Q3 | $218K | Hold |
8,050
| – | – | 0.18% | 98 |
|
|
2023
Q2 | $224K | Hold |
8,050
| – | – | 0.19% | 101 |
|
|
2023
Q1 | $226K | Hold |
8,050
| – | – | 0.22% | 90 |
|
|
2022
Q4 | $226K | Sell |
8,050
-100
| -1% | -$2.8K | 0.22% | 105 |
|
|
2022
Q3 | $214K | Hold |
8,150
| – | – | 0.22% | 103 |
|
|
2022
Q2 | $220K | Sell |
8,150
-2,200
| -21% | -$59.4K | 0.22% | 109 |
|
|
2022
Q1 | $315K | Buy |
10,350
+3,100
| +43% | +$94.3K | 0.25% | 96 |
|
|
2021
Q4 | $239K | Buy |
7,250
+200
| +3% | +$6.59K | 0.18% | 121 |
|
|
2021
Q3 | $233K | Buy |
+7,050
| New | +$233K | 0.19% | 125 |
|