Kaizen Financial Strategies SPY Holdings History
Kaizen Financial Strategies's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Kaizen Financial Strategies held 28,840.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $16.13 Mil. This investment constitutes 9.31% of their stock portfolio, and Kaizen Financial Strategies now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Kaizen Financial Strategies has made 12 purchases of SPY, at an average price of $436.83, for a total of 33,136.00 shares. In addition, there have been 4 sales at an average price of $396.55 for 4,296.00 shares. Based on historical transaction data and SPY's current price of $627.81, Kaizen Financial Strategies's estimated gain on his SPY holdings is $5.33 Mil, reflecting a 36.85% gain to date.
Kaizen Financial Strategies SPY ($627.81) Holding Chart
Kaizen Financial Strategies SPY ($627.81) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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