KFS
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Kaizen Financial Strategies’s Comfort Systems FIX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,550
Closed -$264K 121
2023
Q3
$264K Hold
1,550
0.22% 77
2023
Q2
$255K Hold
1,550
0.22% 87
2023
Q1
$226K Buy
+1,550
New +$226K 0.22% 89