KFS
Kaizen Financial Strategies’s VanEck Oil Services ETF OIH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-910
| Closed | -$306K | – | 148 |
|
|
2024
Q1 | $306K | Sell |
910
-50
| -5% | -$16.8K | 0.21% | 85 |
|
|
2023
Q4 | $297K | Sell |
960
-50
| -5% | -$15.5K | 0.23% | 77 |
|
|
2023
Q3 | $348K | Hold |
1,010
| – | – | 0.29% | 57 |
|
|
2023
Q2 | $327K | Sell |
1,010
-1,261
| -56% | -$408K | 0.28% | 61 |
|
|
2023
Q1 | $629K | Sell |
2,271
-250
| -10% | -$69.3K | 0.62% | 35 |
|
|
2022
Q4 | $827K | Hold |
2,521
| – | – | 0.82% | 34 |
|
|
2022
Q3 | $532K | Hold |
2,521
| – | – | 0.54% | 47 |
|
|
2022
Q2 | $586K | Hold |
2,521
| – | – | 0.58% | 44 |
|
|
2022
Q1 | $712K | Buy |
2,521
+20
| +0.8% | +$5.65K | 0.56% | 49 |
|
|
2021
Q4 | $462K | Hold |
2,501
| – | – | 0.35% | 74 |
|
|
2021
Q3 | $493K | Buy |
+2,501
| New | +$493K | 0.4% | 67 |
|
|
2021
Q1 | $497K | Hold |
2,600
| – | – | 0.47% | 63 |
|
|
2020
Q4 | $400K | Buy |
+2,600
| New | +$400K | 0.44% | 74 |
|