KFS
Kaizen Financial Strategies’s SPDR FactSet Innovative Technology ETF XITK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Hold |
3,314
| – | – | 0.32% | 63 |
|
|
2025
Q1 | $530K | Buy |
+3,314
| New | +$530K | 0.31% | 60 |
|
|
2024
Q2 | – | Sell |
-1,410
| Closed | -$211K | – | 154 |
|
|
2024
Q1 | $211K | Sell |
1,410
-1,001
| -42% | -$149K | 0.14% | 113 |
|
|
2023
Q4 | $352K | Sell |
2,411
-326
| -12% | -$47.6K | 0.27% | 62 |
|
|
2023
Q3 | $339K | Sell |
2,737
-123
| -4% | -$15.2K | 0.29% | 58 |
|
|
2023
Q2 | $394K | Buy |
+2,860
| New | +$394K | 0.34% | 55 |
|