KFS
Kaizen Financial Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26,847
| Closed | -$679K | – | 122 |
|
|
2023
Q2 | $679K | Sell |
26,847
-330
| -1% | -$8.35K | 0.58% | 33 |
|
|
2023
Q1 | $666K | Buy |
+27,177
| New | +$666K | 0.66% | 31 |
|
|
2022
Q3 | – | Sell |
-9,690
| Closed | -$246K | – | 131 |
|
|
2022
Q2 | $246K | Sell |
9,690
-1,749
| -15% | -$44.4K | 0.24% | 99 |
|
|
2022
Q1 | $318K | Buy |
11,439
+1,091
| +11% | +$30.3K | 0.25% | 95 |
|
|
2021
Q4 | $307K | Sell |
10,348
-2,660
| -20% | -$78.9K | 0.23% | 102 |
|
|
2021
Q3 | $396K | Buy |
+13,008
| New | +$396K | 0.32% | 82 |
|
|
2021
Q1 | $1.05M | Buy |
+32,907
| New | +$1.05M | 1% | 28 |
|