Equitable Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Sell |
8,134
-137
| -2% | -$14.6K | 0.01% | 840 |
|
|
2025
Q1 | $859K | Sell |
8,271
-183
| -2% | -$19K | 0.01% | 751 |
|
|
2024
Q4 | $878K | Buy |
8,454
+184
| +2% | +$19.1K | 0.01% | 706 |
|
|
2024
Q3 | $896K | Buy |
8,270
+580
| +8% | +$62.8K | 0.01% | 704 |
|
|
2024
Q2 | $751K | Sell |
7,690
-613
| -7% | -$59.9K | 0.01% | 716 |
|
|
2024
Q1 | $844K | Buy |
8,303
+100
| +1% | +$10.2K | 0.01% | 658 |
|
|
2023
Q4 | $770K | Buy |
8,203
+750
| +10% | +$70.4K | 0.01% | 644 |
|
|
2023
Q3 | $635K | Buy |
7,453
+1,943
| +35% | +$166K | 0.01% | 651 |
|
|
2023
Q2 | $492K | Buy |
5,510
+926
| +20% | +$82.6K | 0.01% | 708 |
|
|
2023
Q1 | $400K | Sell |
4,584
-233
| -5% | -$20.3K | 0.01% | 709 |
|
|
2022
Q4 | $428K | Buy |
4,817
+1,790
| +59% | +$159K | 0.01% | 652 |
|
|
2022
Q3 | $242K | Hold |
3,027
| – | – | ﹤0.01% | 748 |
|
|
2022
Q2 | $254K | Sell |
3,027
-128
| -4% | -$10.7K | ﹤0.01% | 746 |
|
|
2022
Q1 | $300K | Sell |
3,155
-1,236
| -28% | -$118K | ﹤0.01% | 714 |
|
|
2021
Q4 | $422K | Hold |
4,391
| – | – | 0.01% | 604 |
|
|
2021
Q3 | $395K | Sell |
4,391
-646
| -13% | -$58.1K | 0.01% | 591 |
|
|
2021
Q2 | $453K | Sell |
5,037
-40
| -0.8% | -$3.6K | 0.01% | 559 |
|
|
2021
Q1 | $428K | Sell |
5,077
-500
| -9% | -$42.2K | 0.01% | 544 |
|
|
2020
Q4 | $425K | Sell |
5,577
-1,710
| -23% | -$130K | 0.01% | 483 |
|
|
2020
Q3 | $480K | Sell |
7,287
-475
| -6% | -$31.3K | 0.01% | 431 |
|
|
2020
Q2 | $477K | Sell |
7,762
-1,768
| -19% | -$109K | 0.01% | 416 |
|
|
2020
Q1 | $505K | Buy |
9,530
+310
| +3% | +$16.4K | 0.02% | 365 |
|
|
2019
Q4 | $709K | Buy |
+9,220
| New | +$709K | 0.02% | 342 |
|