KFS
Kaizen Financial Strategies’s Best Buy BBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,703
| Closed | -$316K | – | 138 |
|
|
2024
Q2 | $316K | Sell |
3,703
-3,657
| -50% | -$312K | 0.2% | 87 |
|
|
2024
Q1 | $604K | Sell |
7,360
-451
| -6% | -$37K | 0.41% | 45 |
|
|
2023
Q4 | $611K | Sell |
7,811
-2,327
| -23% | -$182K | 0.46% | 38 |
|
|
2023
Q3 | $704K | Buy |
10,138
+438
| +5% | +$30.4K | 0.6% | 32 |
|
|
2023
Q2 | $787K | Sell |
9,700
-312
| -3% | -$25.3K | 0.67% | 28 |
|
|
2023
Q1 | $784K | Sell |
10,012
-933
| -9% | -$73K | 0.77% | 29 |
|
|
2022
Q4 | $939K | Sell |
10,945
-1,161
| -10% | -$99.6K | 0.93% | 32 |
|
|
2022
Q3 | $767K | Buy |
12,106
+596
| +5% | +$37.8K | 0.78% | 35 |
|
|
2022
Q2 | $750K | Buy |
11,510
+1,599
| +16% | +$104K | 0.74% | 34 |
|
|
2022
Q1 | $901K | Buy |
9,911
+2,654
| +37% | +$241K | 0.71% | 33 |
|
|
2021
Q4 | $737K | Buy |
7,257
+1,442
| +25% | +$146K | 0.55% | 47 |
|
|
2021
Q3 | $615K | Buy |
+5,815
| New | +$615K | 0.5% | 58 |
|