KFS
Kaizen Financial Strategies’s REX American Resources REX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,300
| Closed | -$292K | – | 141 |
|
|
2024
Q3 | $292K | Hold |
6,300
| – | – | 0.17% | 100 |
|
|
2024
Q2 | $315K | Sell |
6,300
-600
| -9% | -$30K | 0.2% | 88 |
|
|
2024
Q1 | $405K | Hold |
6,900
| – | – | 0.27% | 68 |
|
|
2023
Q4 | $326K | Hold |
6,900
| – | – | 0.25% | 69 |
|
|
2023
Q3 | $281K | Hold |
6,900
| – | – | 0.24% | 72 |
|
|
2023
Q2 | $242K | Buy |
+6,900
| New | +$242K | 0.21% | 93 |
|
|
2023
Q1 | – | Sell |
-7,100
| Closed | -$228K | – | 115 |
|
|
2022
Q4 | $228K | Buy |
+7,100
| New | +$228K | 0.23% | 103 |
|