KFS
Kaizen Financial Strategies’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Sell |
19,118
-390
| -2% | -$16.2K | 0.4% | 45 |
|
|
2025
Q1 | $816K | Buy |
19,508
+1,222
| +7% | +$51.1K | 0.47% | 35 |
|
|
2024
Q4 | $744K | Sell |
18,286
-124
| -0.7% | -$5.04K | 0.42% | 40 |
|
|
2024
Q3 | $822K | Buy |
18,410
+4,820
| +35% | +$215K | 0.48% | 37 |
|
|
2024
Q2 | $561K | Buy |
13,590
+917
| +7% | +$37.9K | 0.35% | 46 |
|
|
2024
Q1 | $501K | Buy |
12,673
+6,863
| +118% | +$271K | 0.34% | 54 |
|
|
2023
Q4 | $233K | Sell |
5,810
-1,765
| -23% | -$70.7K | 0.18% | 96 |
|
|
2023
Q3 | $258K | Buy |
+7,575
| New | +$258K | 0.22% | 79 |
|
|
2023
Q1 | – | Sell |
-5,479
| Closed | -$217K | – | 125 |
|
|
2022
Q4 | $217K | Sell |
5,479
-1,174
| -18% | -$46.4K | 0.21% | 109 |
|
|
2022
Q3 | $240K | Sell |
6,653
-2,039
| -23% | -$73.6K | 0.24% | 93 |
|
|
2022
Q2 | $355K | Buy |
8,692
+307
| +4% | +$12.5K | 0.35% | 72 |
|
|
2022
Q1 | $405K | Sell |
8,385
-15,944
| -66% | -$770K | 0.32% | 75 |
|
|
2021
Q4 | $1.26M | Buy |
24,329
+2,663
| +12% | +$138K | 0.94% | 29 |
|
|
2021
Q3 | $963K | Buy |
+21,666
| New | +$963K | 0.78% | 37 |
|