KFS
XYZ

Kaizen Financial Strategies’s Block, Inc. XYZ Stock Holding History

Kaizen Financial Strategies’s Portfolio XYZ Stock Details XYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,024
Closed -$217K – 126
2022
Q4 		$217K Buy
+3,024
New +$217K 0.21% 110
2021
Q1 		– Sell
-1,115
Closed -$243K – 148
2020
Q4 		$243K Buy
+1,115
New +$243K 0.27% 101