KFS
Kaizen Financial Strategies’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
1,552
-576
| -27% | -$85K | 0.12% | 136 |
|
|
2025
Q1 | $279K | Sell |
2,128
-1,456
| -41% | -$191K | 0.16% | 109 |
|
|
2024
Q4 | $472K | Buy |
+3,584
| New | +$472K | 0.27% | 63 |
|
|
2021
Q1 | $670K | Buy |
6,810
+4,497
| +194% | +$442K | 0.64% | 50 |
|
|
2020
Q4 | $205K | Buy |
+2,313
| New | +$205K | 0.23% | 111 |
|