KFS
Kaizen Financial Strategies’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,642
| Closed | -$223K | – | 124 |
|
|
2023
Q2 | $223K | Buy |
+2,642
| New | +$223K | 0.19% | 102 |
|
|
2023
Q1 | – | Sell |
-8,819
| Closed | -$415K | – | 122 |
|
|
2022
Q4 | $415K | Sell |
8,819
-1,500
| -15% | -$70.5K | 0.41% | 55 |
|
|
2022
Q3 | $617K | Sell |
10,319
-560
| -5% | -$33.5K | 0.63% | 42 |
|
|
2022
Q2 | $456K | Sell |
10,879
-158
| -1% | -$6.62K | 0.45% | 58 |
|
|
2022
Q1 | $764K | Sell |
11,037
-90
| -0.8% | -$6.23K | 0.6% | 41 |
|
|
2021
Q4 | $1.02M | Buy |
11,127
+5,984
| +116% | +$549K | 0.76% | 36 |
|
|
2021
Q3 | $362K | Buy |
+5,143
| New | +$362K | 0.29% | 87 |
|