KFS
Kaizen Financial Strategies’s Brunswick BC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,321
| Closed | -$225K | – | 127 |
|
|
2023
Q4 | $225K | Sell |
2,321
-400
| -15% | -$38.7K | 0.17% | 101 |
|
|
2023
Q3 | $215K | Sell |
2,721
-334
| -11% | -$26.4K | 0.18% | 100 |
|
|
2023
Q2 | $271K | Sell |
3,055
-21
| -0.7% | -$1.86K | 0.23% | 82 |
|
|
2023
Q1 | $252K | Buy |
3,076
+12
| +0.4% | +$984 | 0.25% | 78 |
|
|
2022
Q4 | $243K | Buy |
+3,064
| New | +$243K | 0.24% | 98 |
|
|
2022
Q1 | – | Sell |
-2,041
| Closed | -$206K | – | 134 |
|
|
2021
Q4 | $206K | Buy |
+2,041
| New | +$206K | 0.15% | 137 |
|
|
2021
Q1 | $289K | Buy |
3,030
+8
| +0.3% | +$763 | 0.28% | 107 |
|
|
2020
Q4 | $230K | Buy |
+3,022
| New | +$230K | 0.26% | 104 |
|