KFS
Kaizen Financial Strategies’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,100
| Closed | -$222K | – | 132 |
|
|
2023
Q4 | $222K | Sell |
7,100
-500
| -7% | -$15.7K | 0.17% | 102 |
|
|
2023
Q3 | $254K | Sell |
7,600
-200
| -3% | -$6.68K | 0.21% | 82 |
|
|
2023
Q2 | $255K | Sell |
7,800
-600
| -7% | -$19.6K | 0.22% | 88 |
|
|
2023
Q1 | $262K | Sell |
8,400
-300
| -3% | -$9.36K | 0.26% | 72 |
|
|
2022
Q4 | $265K | Sell |
8,700
-100
| -1% | -$3.05K | 0.26% | 86 |
|
|
2022
Q3 | $278K | Buy |
8,800
+1,000
| +13% | +$31.6K | 0.28% | 81 |
|
|
2022
Q2 | $253K | Buy |
+7,800
| New | +$253K | 0.25% | 94 |
|