KFS
Kaizen Financial Strategies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18,302
| Closed | -$883K | – | 134 |
|
|
2022
Q3 | $883K | Sell |
18,302
-66
| -0.4% | -$3.18K | 0.9% | 33 |
|
|
2022
Q2 | $904K | Buy |
18,368
+10,402
| +131% | +$512K | 0.89% | 33 |
|
|
2022
Q1 | $395K | Sell |
7,966
-698
| -8% | -$34.6K | 0.31% | 76 |
|
|
2021
Q4 | $441K | Sell |
8,664
-1,978
| -19% | -$101K | 0.33% | 79 |
|
|
2021
Q3 | $545K | Buy |
+10,642
| New | +$545K | 0.44% | 63 |
|
|
2021
Q1 | $508K | Sell |
9,893
-8,763
| -47% | -$450K | 0.48% | 61 |
|
|
2020
Q4 | $959K | Buy |
+18,656
| New | +$959K | 1.07% | 20 |
|