KFS
Kaizen Financial Strategies’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Buy |
15,630
+1,084
| +7% | +$56.8K | 0.42% | 43 |
|
|
2025
Q1 | $725K | Buy |
14,546
+3,680
| +34% | +$183K | 0.42% | 38 |
|
|
2024
Q4 | $525K | Buy |
10,866
+45
| +0.4% | +$2.18K | 0.3% | 61 |
|
|
2024
Q3 | $490K | Buy |
10,821
+2,000
| +23% | +$90.6K | 0.28% | 59 |
|
|
2024
Q2 | $387K | Buy |
8,821
+344
| +4% | +$15.1K | 0.24% | 71 |
|
|
2024
Q1 | $357K | Hold |
8,477
| – | – | 0.24% | 75 |
|
|
2023
Q4 | $319K | Hold |
8,477
| – | – | 0.24% | 73 |
|
|
2023
Q3 | $281K | Hold |
8,477
| – | – | 0.24% | 71 |
|
|
2023
Q2 | $291K | Sell |
8,477
-325
| -4% | -$11.2K | 0.25% | 69 |
|
|
2023
Q1 | $283K | Sell |
8,802
-11,167
| -56% | -$359K | 0.28% | 61 |
|
|
2022
Q4 | $721K | Buy |
19,969
+1,186
| +6% | +$42.8K | 0.71% | 39 |
|
|
2022
Q3 | $570K | Sell |
18,783
-27,960
| -60% | -$848K | 0.58% | 45 |
|
|
2022
Q2 | $1.47M | Sell |
46,743
-253
| -0.5% | -$7.96K | 1.45% | 17 |
|
|
2022
Q1 | $1.8M | Sell |
46,996
-6,644
| -12% | -$255K | 1.41% | 20 |
|
|
2021
Q4 | $2.1M | Sell |
53,640
-4,991
| -9% | -$195K | 1.57% | 17 |
|
|
2021
Q3 | $2.2M | Buy |
+58,631
| New | +$2.2M | 1.77% | 12 |
|
|
2021
Q1 | $1.73M | Buy |
50,675
+32,259
| +175% | +$1.1M | 1.64% | 12 |
|
|
2020
Q4 | $543K | Buy |
+18,416
| New | +$543K | 0.6% | 53 |
|