Atlas Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-72
| Closed | -$6K | – | 276 |
|
|
2021
Q3 | $6K | Hold |
72
| – | – | ﹤0.01% | 528 |
|
|
2021
Q2 | $6K | Buy |
72
+10
| +16% | +$833 | ﹤0.01% | 541 |
|
|
2021
Q1 | $5K | Buy |
62
+12
| +24% | +$968 | ﹤0.01% | 600 |
|
|
2020
Q4 | $4K | Buy |
50
+15
| +43% | +$1.2K | ﹤0.01% | 551 |
|
|
2020
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 567 |
|