KFS
Kaizen Financial Strategies’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,130
| Closed | -$458K | – | 142 |
|
|
2024
Q2 | $458K | Sell |
9,130
-973
| -10% | -$48.8K | 0.29% | 57 |
|
|
2024
Q1 | $489K | Buy |
10,103
+3,596
| +55% | +$174K | 0.33% | 57 |
|
|
2023
Q4 | $296K | Sell |
6,507
-166
| -2% | -$7.55K | 0.22% | 78 |
|
|
2023
Q3 | $277K | Sell |
6,673
-2,997
| -31% | -$124K | 0.23% | 73 |
|
|
2023
Q2 | $414K | Buy |
9,670
+671
| +7% | +$28.8K | 0.35% | 53 |
|
|
2023
Q1 | $351K | Sell |
8,999
-3,862
| -30% | -$151K | 0.35% | 52 |
|
|
2022
Q4 | $468K | Buy |
12,861
+1,235
| +11% | +$44.9K | 0.46% | 48 |
|
|
2022
Q3 | $389K | Sell |
11,626
-1,774
| -13% | -$59.4K | 0.39% | 61 |
|
|
2022
Q2 | $471K | Buy |
13,400
+7,676
| +134% | +$270K | 0.46% | 55 |
|
|
2022
Q1 | $238K | Buy |
+5,724
| New | +$238K | 0.19% | 117 |
|