Clear Creek Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,912
| Closed | -$207K | – | 478 |
|
|
2024
Q3 | $207K | Buy |
+1,912
| New | +$207K | 0.02% | 428 |
|
|
2023
Q1 | – | Sell |
-2,290
| Closed | -$204K | – | 310 |
|
|
2022
Q4 | $204K | Buy |
+2,290
| New | +$204K | 0.04% | 271 |
|
|
2022
Q3 | – | Sell |
-3,049
| Closed | -$256K | – | 292 |
|
|
2022
Q2 | $256K | Sell |
3,049
-318
| -9% | -$26.7K | 0.05% | 237 |
|
|
2022
Q1 | $320K | Sell |
3,367
-2,340
| -41% | -$222K | 0.05% | 238 |
|
|
2021
Q4 | $548K | Sell |
5,707
-168
| -3% | -$16.1K | 0.08% | 177 |
|
|
2021
Q3 | $528K | Sell |
5,875
-346
| -6% | -$31.1K | 0.08% | 181 |
|
|
2021
Q2 | $559K | Buy |
+6,221
| New | +$559K | 0.09% | 173 |
|
|
2021
Q1 | – | Sell |
-7,656
| Closed | -$582K | – | 89 |
|
|
2020
Q4 | $582K | Buy |
+7,656
| New | +$582K | 0.11% | 169 |
|
|
2020
Q3 | – | Sell |
-11,756
| Closed | -$722K | – | 117 |
|
|
2020
Q2 | $722K | Sell |
11,756
-764
| -6% | -$46.9K | 0.19% | 83 |
|
|
2020
Q1 | $683K | Buy |
+12,520
| New | +$683K | 0.26% | 57 |
|