KFS
Kaizen Financial Strategies’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
6,267
+1
| +0% | +$109 | 0.35% | 52 |
|
|
2025
Q1 | $604K | Sell |
6,266
-98
| -2% | -$9.45K | 0.35% | 52 |
|
|
2024
Q4 | $616K | Buy |
6,364
+1,501
| +31% | +$145K | 0.35% | 50 |
|
|
2024
Q3 | $440K | Buy |
4,863
+2
| +0% | +$181 | 0.26% | 66 |
|
|
2024
Q2 | $412K | Sell |
4,861
-2,181
| -31% | -$185K | 0.26% | 66 |
|
|
2024
Q1 | $575K | Buy |
7,042
+1
| +0% | +$82 | 0.39% | 47 |
|
|
2023
Q4 | $512K | Sell |
7,041
-450
| -6% | -$32.7K | 0.39% | 45 |
|
|
2023
Q3 | $491K | Buy |
7,491
+2
| +0% | +$131 | 0.42% | 42 |
|
|
2023
Q2 | $500K | Buy |
7,489
+698
| +10% | +$46.6K | 0.43% | 40 |
|
|
2023
Q1 | $394K | Sell |
6,791
-1,181
| -15% | -$68.5K | 0.39% | 49 |
|
|
2022
Q4 | $417K | Sell |
7,972
-284
| -3% | -$14.9K | 0.41% | 54 |
|
|
2022
Q3 | $395K | Sell |
8,256
-3,415
| -29% | -$163K | 0.4% | 59 |
|
|
2022
Q2 | $633K | Buy |
11,671
+305
| +3% | +$16.5K | 0.62% | 40 |
|
|
2022
Q1 | $782K | Sell |
11,366
-8,178
| -42% | -$563K | 0.61% | 39 |
|
|
2021
Q4 | $1.52M | Buy |
19,544
+1,086
| +6% | +$84.4K | 1.14% | 24 |
|
|
2021
Q3 | $1.48M | Buy |
+18,458
| New | +$1.48M | 1.19% | 22 |
|
|
2021
Q1 | $508K | Sell |
6,932
-5,182
| -43% | -$380K | 0.48% | 62 |
|
|
2020
Q4 | $817K | Buy |
+12,114
| New | +$817K | 0.91% | 27 |
|