KFS
Kaizen Financial Strategies’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-38,602
| Closed | -$1.83M | – | 116 |
|
|
2022
Q4 | $1.83M | Sell |
38,602
-34,146
| -47% | -$1.62M | 1.81% | 15 |
|
|
2022
Q3 | $3.37M | Buy |
72,748
+1,941
| +3% | +$89.9K | 3.41% | 4 |
|
|
2022
Q2 | $3.36M | Sell |
70,807
-92
| -0.1% | -$4.37K | 3.32% | 5 |
|
|
2022
Q1 | $3.44M | Sell |
70,899
-13,009
| -16% | -$632K | 2.7% | 6 |
|
|
2021
Q4 | $4.24M | Buy |
83,908
+7,439
| +10% | +$376K | 3.18% | 4 |
|
|
2021
Q3 | $3.9M | Buy |
+76,469
| New | +$3.9M | 3.15% | 3 |
|
|
2021
Q1 | $3.76M | Buy |
+73,843
| New | +$3.76M | 3.59% | 2 |
|