KFS
Kaizen Financial Strategies’s VanEck Semiconductor ETF SMH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.21M | Sell |
11,511
-80
| -0.7% | -$22.3K | 1.63% | 15 |
|
2025
Q1 | $2.45M | Buy |
11,591
+244
| +2% | +$51.6K | 1.41% | 17 |
|
2024
Q4 | $2.75M | Sell |
11,347
-328
| -3% | -$79.4K | 1.56% | 17 |
|
2024
Q3 | $2.87M | Buy |
11,675
+925
| +9% | +$227K | 1.66% | 15 |
|
2024
Q2 | $2.47M | Buy |
10,750
+564
| +6% | +$129K | 1.54% | 17 |
|
2024
Q1 | $2.29M | Sell |
10,186
-2,075
| -17% | -$467K | 1.55% | 17 |
|
2023
Q4 | $2.14M | Sell |
12,261
-530
| -4% | -$92.7K | 1.62% | 17 |
|
2023
Q3 | $1.85M | Buy |
12,791
+3,164
| +33% | +$459K | 1.57% | 18 |
|
2023
Q2 | $1.49M | Buy |
9,627
+4,991
| +108% | +$771K | 1.27% | 17 |
|
2023
Q1 | $1.22M | Sell |
4,636
-2,005
| -30% | -$528K | 1.2% | 20 |
|
2022
Q4 | $1.5M | Sell |
6,641
-463
| -7% | -$105K | 1.48% | 21 |
|
2022
Q3 | $1.32M | Buy |
7,104
+1,057
| +17% | +$196K | 1.33% | 23 |
|
2022
Q2 | $1.23M | Sell |
6,047
-177
| -3% | -$36.1K | 1.22% | 25 |
|
2022
Q1 | $1.68M | Buy |
6,224
+504
| +9% | +$136K | 1.32% | 23 |
|
2021
Q4 | $1.77M | Buy |
5,720
+2,803
| +96% | +$865K | 1.32% | 19 |
|
2021
Q3 | $748K | Buy |
+2,917
| New | +$748K | 0.6% | 51 |
|
2021
Q1 | $964K | Buy |
+3,959
| New | +$964K | 0.92% | 37 |
|