KFS
Kaizen Financial Strategies’s SPDR S&P Software & Services ETF XSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Hold |
2,760
| – | – | 0.27% | 70 |
|
|
2025
Q1 | $441K | Buy |
+2,760
| New | +$441K | 0.25% | 74 |
|
|
2024
Q2 | – | Sell |
-1,807
| Closed | -$282K | – | 155 |
|
|
2024
Q1 | $282K | Sell |
1,807
-100
| -5% | -$15.6K | 0.19% | 88 |
|
|
2023
Q4 | $287K | Sell |
1,907
-10
| -0.5% | -$1.5K | 0.22% | 81 |
|
|
2023
Q3 | $243K | Sell |
1,917
-139
| -7% | -$17.6K | 0.21% | 88 |
|
|
2023
Q2 | $285K | Hold |
2,056
| – | – | 0.24% | 74 |
|
|
2023
Q1 | $253K | Sell |
2,056
-296
| -13% | -$36.4K | 0.25% | 77 |
|
|
2022
Q4 | $270K | Sell |
2,352
-2,230
| -49% | -$256K | 0.27% | 85 |
|
|
2022
Q3 | $491K | Sell |
4,582
-230
| -5% | -$24.6K | 0.5% | 51 |
|
|
2022
Q2 | $534K | Sell |
4,812
-118
| -2% | -$13.1K | 0.53% | 49 |
|
|
2022
Q1 | $726K | Sell |
4,930
-21
| -0.4% | -$3.09K | 0.57% | 46 |
|
|
2021
Q4 | $819K | Hold |
4,951
| – | – | 0.61% | 43 |
|
|
2021
Q3 | $850K | Buy |
+4,951
| New | +$850K | 0.69% | 48 |
|
|
2021
Q1 | $727K | Sell |
4,616
-1,823
| -28% | -$287K | 0.69% | 45 |
|
|
2020
Q4 | $992K | Buy |
+6,439
| New | +$992K | 1.1% | 17 |
|