Kaizen Financial Strategies Schwab Strategic Us Tips ETF Transaction History

Kaizen Financial Strategies

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 18, 2023	BUY	$51.47 - $53.83 $269,496 - $281,853	5,236 New	5,236 $0
Q2 2022 Jul 18, 2022	SELL	$55.59 - $60.15 $526,103 - $569,259	-9,464 Reduced 28.92%	23,258 $1.3 Million
Q1 2022 May 06, 2022	SELL	$59.94 - $62.99 $669,649 - $703,724	-11,172 Reduced 25.45%	32,722 $1.99 Million
Q4 2021 Jan 26, 2022	BUY	$62.25 - $63.89 $131,285 - $134,744	2,109 Added 5.05%	43,894 $2.76 Million
Q3 2021 Nov 12, 2021	BUY	$62.25 - $63.89 $1.01 Million - $1.03 Million	16,196 Added 63.29%	41,785 $2.62 Million
Q1 2021 May 28, 2021	BUY	$60.52 - $62.31 $1.55 Million - $1.59 Million	25,589 New	25,589 $1.57 Million

685

155M

60.2K

1.3K

Get notified when there are updates to the investment portfolio of Kaizen Financial Strategies, based on Form 13F filings with the SEC.

Stay updated on Kaizen Financial Strategies with notifications on news.