Carson Wealth (CWM LLC)’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Hold |
4,288
| – | – | ﹤0.01% | 1632 |
|
|
2025
Q1 | $446K | Sell |
4,288
-74
| -2% | -$7.7K | ﹤0.01% | 1495 |
|
|
2024
Q4 | $453K | Buy |
+4,362
| New | +$453K | ﹤0.01% | 1419 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$5K | – | 3557 |
|
|
2021
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 2694 |
|