Domani Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $746K | Hold |
8,546
| – | – | 0.17% | 61 |
|
|
2022
Q4 | $760K | Sell |
8,546
-330
| -4% | -$29.3K | 0.19% | 57 |
|
|
2022
Q3 | $710K | Sell |
8,876
-130
| -1% | -$10.4K | 0.21% | 48 |
|
|
2022
Q2 | $755K | Hold |
9,006
| – | – | 0.21% | 51 |
|
|
2022
Q1 | $856K | Hold |
9,006
| – | – | 0.19% | 55 |
|
|
2021
Q4 | $866K | Buy |
9,006
+621
| +7% | +$59.7K | 0.17% | 51 |
|
|
2021
Q3 | $754K | Sell |
8,385
-1,523
| -15% | -$137K | 0.16% | 52 |
|
|
2021
Q2 | $891K | Sell |
9,908
-3,522
| -26% | -$317K | 0.18% | 48 |
|
|
2021
Q1 | $1.13M | Sell |
13,430
-3,235
| -19% | -$272K | 0.22% | 45 |
|
|
2020
Q4 | $1.27M | Sell |
16,665
-5,465
| -25% | -$416K | 0.26% | 40 |
|
|
2020
Q3 | $1.46M | Sell |
22,130
-7,161
| -24% | -$472K | 0.32% | 34 |
|
|
2020
Q2 | $1.8M | Sell |
29,291
-14,762
| -34% | -$907K | 0.42% | 32 |
|
|
2020
Q1 | $2.33M | Buy |
+44,053
| New | +$2.33M | 0.62% | 25 |
|