CWM
Cedar Wealth Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-106
| Closed | -$9K | – | 269 |
|
|
2021
Q1 | $9K | Sell |
106
-1,303
| -92% | -$111K | ﹤0.01% | 209 |
|
|
2020
Q4 | $107K | Buy |
1,409
+19
| +1% | +$1.44K | 0.06% | 106 |
|
|
2020
Q3 | $92K | Hold |
1,390
| – | – | 0.06% | 108 |
|
|
2020
Q2 | $85K | Hold |
1,390
| – | – | 0.06% | 107 |
|
|
2020
Q1 | $74K | Buy |
+1,390
| New | +$74K | 0.05% | 111 |
|