KFS
Kaizen Financial Strategies’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19,910
| Closed | -$665K | – | 130 |
|
|
2022
Q2 | $665K | Hold |
19,910
| – | – | 0.66% | 38 |
|
|
2022
Q1 | $807K | Buy |
19,910
+2,600
| +15% | +$105K | 0.63% | 38 |
|
|
2021
Q4 | $731K | Buy |
17,310
+2,500
| +17% | +$106K | 0.55% | 48 |
|
|
2021
Q3 | $545K | Buy |
+14,810
| New | +$545K | 0.44% | 62 |
|
|
2021
Q1 | $400K | Sell |
12,300
-1,200
| -9% | -$39K | 0.38% | 78 |
|
|
2020
Q4 | $393K | Buy |
+13,500
| New | +$393K | 0.44% | 76 |
|