Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-230
| Closed | -$18K | – | 551 |
|
|
2019
Q4 | $18K | Hold |
230
| – | – | ﹤0.01% | 414 |
|
|
2019
Q3 | $17K | Hold |
230
| – | – | ﹤0.01% | 415 |
|
|
2019
Q2 | $16K | Hold |
230
| – | – | ﹤0.01% | 412 |
|
|
2019
Q1 | $16K | Hold |
230
| – | – | ﹤0.01% | 414 |
|
|
2018
Q4 | $14K | Hold |
230
| – | – | ﹤0.01% | 409 |
|
|
2018
Q3 | $16K | Hold |
230
| – | – | ﹤0.01% | 425 |
|
|
2018
Q2 | $15K | Buy |
+230
| New | +$15K | ﹤0.01% | 427 |
|