KFS
Kaizen Financial Strategies’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
16,400
-200
| -1% | -$8.16K | 0.34% | 55 |
|
|
2025
Q1 | $568K | Hold |
16,600
| – | – | 0.33% | 57 |
|
|
2024
Q4 | $621K | Hold |
16,600
| – | – | 0.35% | 49 |
|
|
2024
Q3 | $626K | Hold |
16,600
| – | – | 0.36% | 49 |
|
|
2024
Q2 | $594K | Hold |
16,600
| – | – | 0.37% | 45 |
|
|
2024
Q1 | $584K | Hold |
16,600
| – | – | 0.4% | 46 |
|
|
2023
Q4 | $542K | Hold |
16,600
| – | – | 0.41% | 43 |
|
|
2023
Q3 | $467K | Buy |
16,600
+14,940
| +900% | +$421K | 0.39% | 44 |
|
|
2023
Q2 | $494K | Hold |
1,660
| – | – | 0.42% | 42 |
|
|
2023
Q1 | $458K | Hold |
1,660
| – | – | 0.45% | 43 |
|
|
2022
Q4 | $430K | Sell |
1,660
-50
| -3% | -$12.9K | 0.42% | 53 |
|
|
2022
Q3 | $387K | Buy |
1,710
+90
| +6% | +$20.4K | 0.39% | 62 |
|
|
2022
Q2 | $383K | Hold |
1,620
| – | – | 0.38% | 67 |
|
|
2022
Q1 | $468K | Hold |
1,620
| – | – | 0.37% | 66 |
|
|
2021
Q4 | $525K | Hold |
1,620
| – | – | 0.39% | 65 |
|
|
2021
Q3 | $467K | Buy |
+1,620
| New | +$467K | 0.38% | 69 |
|
|
2021
Q1 | $437K | Hold |
1,620
| – | – | 0.42% | 74 |
|
|
2020
Q4 | $411K | Buy |
+1,620
| New | +$411K | 0.46% | 70 |
|