EP Wealth Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $2.11M | Hold |
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|
2024
Q3 | $2.2M | Hold |
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|
2024
Q2 | $1.99M | Sell |
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|
2024
Q1 | $2.11M | Hold |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $2.1M | Sell |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $2.1M | Hold |
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|
2022
Q3 | $1.89M | Sell |
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|
2022
Q2 | $2.07M | Hold |
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|
2022
Q1 | $2.34M | Sell |
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|
2021
Q4 | $2.45M | Buy |
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|
2021
Q3 | $2.27M | Hold |
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|
2021
Q2 | $2.27M | Sell |
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|
2021
Q1 | $2.47M | Sell |
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|
2020
Q4 | $2.24M | Buy |
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|
2020
Q3 | $1.93M | Sell |
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|
2020
Q2 | $1.81M | Sell |
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|
2020
Q1 | $1.67M | Sell |
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|
2019
Q4 | $2.43M | Buy |
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|
2019
Q3 | $2.24M | Buy |
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|
2019
Q2 | $2.19M | Sell |
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|
2019
Q1 | $2.25M | Sell |
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|
2018
Q4 | $2.1M | Sell |
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|
2018
Q3 | $2.79M | Buy |
|