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Kaizen Financial Strategies’s IBM IBM Stock Holding History

Kaizen Financial Strategies’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,000
Closed -$382K – 141
2024
Q1 		$382K Hold
2,000
– – 0.26% 72
2023
Q4 		$327K Buy
+2,000
New +$327K 0.25% 68