KFS
Kaizen Financial Strategies’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
1,070
+1
| +0.1% | +$217 | 0.12% | 129 |
|
|
2025
Q1 | $211K | Sell |
1,069
-48
| -4% | -$9.48K | 0.12% | 129 |
|
|
2024
Q4 | $251K | Buy |
+1,117
| New | +$251K | 0.14% | 108 |
|
|
2022
Q4 | – | Sell |
-2,144
| Closed | -$305K | – | 138 |
|
|
2022
Q3 | $305K | Sell |
2,144
-1,615
| -43% | -$230K | 0.31% | 73 |
|
|
2022
Q2 | $517K | Sell |
3,759
-256
| -6% | -$35.2K | 0.51% | 51 |
|
|
2022
Q1 | $743K | Sell |
4,015
-1,811
| -31% | -$335K | 0.58% | 43 |
|
|
2021
Q4 | $1.19M | Buy |
5,826
+318
| +6% | +$65K | 0.89% | 30 |
|
|
2021
Q3 | $988K | Buy |
+5,508
| New | +$988K | 0.8% | 35 |
|
|
2021
Q1 | $840K | Buy |
4,999
+1,433
| +40% | +$241K | 0.8% | 41 |
|
|
2020
Q4 | $573K | Buy |
+3,566
| New | +$573K | 0.64% | 49 |
|