Kaizen Financial Strategies Invesco S&P 500 Equal Weight U Transaction History

Kaizen Financial Strategies

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	SELL	$106.15 - $119.07 $21,230 - $23,814	-200 Reduced 8.7%	2,100 $238,000
Q4 2022 Jan 18, 2023	SELL	$108.98 - $119.69 $32,694 - $35,907	-300 Reduced 11.54%	2,300 $0
Q1 2022 May 06, 2022	BUY	$106.12 - $120.96 $58,366 - $66,528	550 Added 26.83%	2,600 $314,000
Q3 2021 Nov 12, 2021	SELL	$102.46 - $112.58 $20,492 - $22,516	-200 Reduced 8.89%	2,050 $210,000
Q1 2021 May 28, 2021	BUY	$93.39 - $103.72 $210,127 - $233,370	2,250 New	2,250 $233,000

110

2.4M

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