KFS
Kaizen Financial Strategies’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,996
| Closed | -$213K | – | 138 |
|
|
2022
Q2 | $213K | Sell |
2,996
-486
| -14% | -$34.6K | 0.21% | 111 |
|
|
2022
Q1 | $301K | Buy |
3,482
+63
| +2% | +$5.45K | 0.24% | 103 |
|
|
2021
Q4 | $311K | Buy |
3,419
+14
| +0.4% | +$1.27K | 0.23% | 99 |
|
|
2021
Q3 | $286K | Buy |
+3,405
| New | +$286K | 0.23% | 107 |
|