Kaizen Financial Strategies’s SPDR S&P Software & Services ETF XSW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$524K Hold
2025
Q1
$441K Buy
2024
Q2
Sell
2024
Q1
$282K Sell
2023
Q4
$287K Sell
2023
Q3
$243K Sell
2023
Q2
$285K Hold
2023
Q1
$253K Sell
2022
Q4
$270K Sell
2022
Q3
$491K Sell
2022
Q2
$534K Sell
2022
Q1
$726K Sell
2021
Q4
$819K Hold
2021
Q3
$850K Buy
2021
Q1
$727K Sell
2020
Q4
$992K Buy