KFS
Kaizen Financial Strategies’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,254
| Closed | -$262K | – | 128 |
|
|
2022
Q2 | $262K | Buy |
11,254
+9
| +0.1% | +$210 | 0.26% | 91 |
|
|
2022
Q1 | $327K | Sell |
11,245
-640
| -5% | -$18.6K | 0.26% | 90 |
|
|
2021
Q4 | $399K | Sell |
11,885
-1,293
| -10% | -$43.4K | 0.3% | 85 |
|
|
2021
Q3 | $436K | Buy |
+13,178
| New | +$436K | 0.35% | 75 |
|
|
2021
Q1 | $223K | Buy |
7,017
+206
| +3% | +$6.55K | 0.21% | 128 |
|
|
2020
Q4 | $210K | Buy |
+6,811
| New | +$210K | 0.23% | 109 |
|