KFS
Kaizen Financial Strategies’s SPDR S&P Insurance ETF KIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
8,388
+188
| +2% | +$11.2K | 0.25% | 72 |
|
|
2025
Q1 | $496K | Sell |
8,200
-3,330
| -29% | -$202K | 0.29% | 66 |
|
|
2024
Q4 | $652K | Sell |
11,530
-600
| -5% | -$33.9K | 0.37% | 45 |
|
|
2024
Q3 | $688K | Buy |
12,130
+30
| +0.2% | +$1.7K | 0.4% | 47 |
|
|
2024
Q2 | $657K | Sell |
12,100
-1,480
| -11% | -$80.4K | 0.41% | 43 |
|
|
2024
Q1 | $707K | Buy |
13,580
+800
| +6% | +$41.7K | 0.48% | 39 |
|
|
2023
Q4 | $578K | Buy |
12,780
+5,950
| +87% | +$269K | 0.44% | 40 |
|
|
2023
Q3 | $291K | Hold |
6,830
| – | – | 0.25% | 68 |
|
|
2023
Q2 | $281K | Hold |
6,830
| – | – | 0.24% | 76 |
|
|
2023
Q1 | $269K | Sell |
6,830
-200
| -3% | -$7.87K | 0.27% | 69 |
|
|
2022
Q4 | $301K | Buy |
+7,030
| New | +$301K | 0.3% | 72 |
|