Kaizen Financial Strategies Closed Holding Positions

Kaizen Financial Strategies

  • $183 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
15,102
$62.19 - $83.24 $939K - $1.26M
XLE
Energy Sector Spdr

ETFs
Q3 2021 Filed on Nov 12, 2021
27,937
$45.79 - $54.81 $1.28M - $1.53M
SONY
Sony Group Corp

Technology
Q3 2021 Filed on Nov 12, 2021
2,200
$96.61 - $117.61 $213K - $259K
SBUX
Starbucks Corp

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
6,600
$110.31 - $126.06 $728K - $832K
WLK
Westlake Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
5,000
$78.98 - $93.55 $395K - $468K
BIIB
Biogen Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
1,100
$282.99 - $369.05 $311K - $406K
Cai International Inc
Q3 2021 Filed on Nov 12, 2021
7,400
N/A
TEN
Tenneco Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
10,000
$13.11 - $19.89 $131K - $199K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q3 2021 Filed on Nov 12, 2021
3,813
$140.21 - $151.53 $535K - $578K
OHI
Omega Healthcare Investors Inc

Real Estate
Q3 2021 Filed on Nov 12, 2021
6,206
$29.96 - $37.5 $186K - $233K
FAN
First Tr Exchange Traded Fd Ii
Q3 2021 Filed on Nov 12, 2021
13,300
N/A
XOM
Exxon Mobil Corp

Energy
Q3 2021 Filed on Nov 12, 2021
6,715
$52.73 - $63.26 $354K - $425K
ETSY
Etsy Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
3,200
$178.36 - $226.98 $571K - $726K
CTVA
Corteva, Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
5,000
$40.93 - $46.06 $205K - $230K
USCR
U.S. Concrete, Inc.

Basic Materials
Q1 2021 Filed on May 28, 2021
14,600
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2021 Filed on May 28, 2021
4,227
$92.62 - $97.02 $392K - $410K
EXLS
Exl Service Holdings, Inc.

Technology
Q1 2021 Filed on May 28, 2021
2,500
$76.68 - $94.93 $192K - $237K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q1 2021 Filed on May 28, 2021
22,293
$23.86 - $26.95 $532K - $601K
TWOU
2 U, Inc.

Consumer Defensive
Q1 2021 Filed on May 28, 2021
5,474
$34.21 - $55.55 $187K - $304K
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