KFS
Kaizen Financial Strategies’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
7,097
-198
| -3% | -$50.1K | 0.91% | 21 |
|
|
2025
Q1 | $1.51M | Buy |
7,295
+1,601
| +28% | +$331K | 0.87% | 25 |
|
|
2024
Q4 | $1.32M | Sell |
5,694
-302
| -5% | -$70.2K | 0.75% | 25 |
|
|
2024
Q3 | $1.35M | Sell |
5,996
-202
| -3% | -$45.6K | 0.79% | 24 |
|
|
2024
Q2 | $1.3M | Buy |
6,198
+2
| +0% | +$420 | 0.81% | 24 |
|
|
2024
Q1 | $1.29M | Sell |
6,196
-263
| -4% | -$54.8K | 0.88% | 23 |
|
|
2023
Q4 | $1.24M | Sell |
6,459
-500
| -7% | -$96.2K | 0.94% | 22 |
|
|
2023
Q3 | $1.14M | Sell |
6,959
-83
| -1% | -$13.6K | 0.96% | 22 |
|
|
2023
Q2 | $1.23M | Buy |
7,042
+904
| +15% | +$157K | 1.05% | 21 |
|
|
2023
Q1 | $927K | Sell |
6,138
-718
| -10% | -$108K | 0.91% | 25 |
|
|
2022
Q4 | $895K | Sell |
6,856
-637
| -9% | -$83.1K | 0.88% | 33 |
|
|
2022
Q3 | $890K | Sell |
7,493
-17
| -0.2% | -$2.02K | 0.9% | 32 |
|
|
2022
Q2 | $955K | Sell |
7,510
-272
| -3% | -$34.6K | 0.94% | 32 |
|
|
2022
Q1 | $1.24M | Sell |
7,782
-157
| -2% | -$25K | 0.97% | 30 |
|
|
2021
Q4 | $1.38M | Buy |
7,939
+290
| +4% | +$50.4K | 1.03% | 27 |
|
|
2021
Q3 | $1.14M | Buy |
+7,649
| New | +$1.14M | 0.92% | 26 |
|
|
2021
Q1 | $1.01M | Sell |
7,628
-1,477
| -16% | -$196K | 0.97% | 33 |
|
|
2020
Q4 | $1.18M | Buy |
+9,105
| New | +$1.18M | 1.32% | 13 |
|