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Kaizen Financial Strategies’s SPDR S&P Dividend ETF SDY Stock Holding History

Kaizen Financial Strategies’s Portfolio SDY Stock Details SDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,594
Closed -$1.5M – 118
2022
Q4 		$1.5M Buy
11,594
+3,850
+50% +$499K 1.49% 20
2022
Q3 		$863K Buy
+7,744
New +$863K 0.87% 34