KFS
Kaizen Financial Strategies’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,580
| Closed | -$204K | – | 132 |
|
|
2022
Q3 | $204K | Sell |
3,580
-839
| -19% | -$47.8K | 0.21% | 107 |
|
|
2022
Q2 | $231K | Buy |
4,419
+109
| +3% | +$5.7K | 0.23% | 105 |
|
|
2022
Q1 | $279K | Sell |
4,310
-10,787
| -71% | -$698K | 0.22% | 110 |
|
|
2021
Q4 | $1.03M | Sell |
15,097
-183
| -1% | -$12.4K | 0.77% | 35 |
|
|
2021
Q3 | $957K | Buy |
+15,280
| New | +$957K | 0.77% | 38 |
|