DIP
Davis Investment Partners’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 | $1.3M | Sell |
12,075
-800
| -6% | -$86.4K | 0.47% | 37 |
|
|
2025
Q1 | $1.26M | Sell |
12,875
-1,000
| -7% | -$97.9K | 0.56% | 29 |
|
|
2024
Q4 | $1.42M | Sell |
13,875
-350
| -2% | -$35.8K | 0.6% | 32 |
|
|
2024
Q3 | $1.53M | Sell |
14,225
-700
| -5% | -$75.5K | 0.64% | 29 |
|
|
2024
Q2 | $1.49M | Sell |
14,925
-1,300
| -8% | -$130K | 0.61% | 30 |
|
|
2024
Q1 | $1.6M | Hold |
16,225
| – | – | 0.7% | 25 |
|
|
2023
Q4 | $1.5M | Hold |
16,225
| – | – | 0.72% | 24 |
|
|
2023
Q3 | $1.36M | Hold |
16,225
| – | – | 0.72% | 22 |
|
|
2023
Q2 | $1.49M | Hold |
16,225
| – | – | 0.71% | 23 |
|
|
2023
Q1 | $1.39M | Hold |
16,225
| – | – | 0.73% | 22 |
|
|
2022
Q4 | $1.53M | Buy |
+16,225
| New | +$1.53M | 0.77% | 20 |
|