KFS
Kaizen Financial Strategies’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,350
| Closed | -$202K | – | 142 |
|
|
2024
Q3 | $202K | Buy |
+8,350
| New | +$202K | 0.12% | 127 |
|
|
2023
Q1 | – | Sell |
-8,395
| Closed | -$202K | – | 119 |
|
|
2022
Q4 | $202K | Buy |
+8,395
| New | +$202K | 0.2% | 116 |
|
|
2022
Q3 | – | Sell |
-10,195
| Closed | -$246K | – | 134 |
|
|
2022
Q2 | $246K | Hold |
10,195
| – | – | 0.24% | 100 |
|
|
2022
Q1 | $283K | Hold |
10,195
| – | – | 0.22% | 108 |
|
|
2021
Q4 | $321K | Hold |
10,195
| – | – | 0.24% | 94 |
|
|
2021
Q3 | $320K | Buy |
+10,195
| New | +$320K | 0.26% | 95 |
|
|
2021
Q1 | $347K | Hold |
11,495
| – | – | 0.33% | 91 |
|
|
2020
Q4 | $380K | Buy |
+11,495
| New | +$380K | 0.42% | 78 |
|