American Portfolios Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $160K | Sell |
1,997
-443
| -18% | -$35.4K | 0.01% | 1114 |
|
|
2022
Q2 | $205K | Hold |
2,440
| – | – | 0.01% | 1038 |
|
|
2022
Q1 | $232K | Hold |
2,440
| – | – | 0.01% | 1089 |
|
|
2021
Q4 | $235K | Buy |
2,440
+5
| +0.2% | +$481 | 0.01% | 1074 |
|
|
2021
Q3 | $219K | Hold |
2,435
| – | – | 0.01% | 1070 |
|
|
2021
Q2 | $219K | Sell |
2,435
-100
| -4% | -$8.99K | 0.01% | 1065 |
|
|
2021
Q1 | $213K | Hold |
2,535
| – | – | 0.01% | 993 |
|
|
2020
Q4 | $193K | Buy |
2,535
+377
| +17% | +$28.7K | 0.01% | 896 |
|
|
2020
Q3 | $142K | Hold |
2,158
| – | – | 0.01% | 934 |
|
|
2020
Q2 | $133K | Hold |
2,158
| – | – | 0.01% | 899 |
|
|
2020
Q1 | $114K | Sell |
2,158
-200
| -8% | -$10.6K | 0.01% | 849 |
|
|
2019
Q4 | $181K | Sell |
2,358
-95
| -4% | -$7.31K | 0.01% | 772 |
|
|
2019
Q3 | $179K | Sell |
2,453
-35
| -1% | -$2.55K | 0.01% | 753 |
|
|
2019
Q2 | $178K | Buy |
2,488
+180
| +8% | +$12.9K | 0.02% | 755 |
|
|
2019
Q1 | $157K | Buy |
2,308
+960
| +71% | +$65.4K | 0.01% | 712 |
|
|
2018
Q4 | $79.5K | Sell |
1,348
-124
| -8% | -$7.31K | 0.01% | 822 |
|
|
2018
Q3 | $100K | Hold |
1,472
| – | – | 0.01% | 825 |
|
|
2018
Q2 | $95.2K | Hold |
1,472
| – | – | 0.01% | 822 |
|
|
2018
Q1 | $95.6K | Hold |
1,472
| – | – | 0.01% | 770 |
|
|
2017
Q4 | $96.5K | Buy |
+1,472
| New | +$96.5K | 0.02% | 746 |
|