First Heartland Consultants’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
Q3 | $230K | Hold |
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|
2025
Q2 | $223K | Hold |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $259K | Buy |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $242 | Hold |
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q3 | $246 | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $293K | Hold |
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|
2021
Q4 | $296 | Buy |
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $367K | Hold |
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|
2020
Q4 | $332K | Buy |
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|
2020
Q3 | $287K | Hold |
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|
2020
Q2 | $267K | Hold |
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|
2020
Q1 | $230K | Hold |
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|
2019
Q4 | $335K | Hold |
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|
2019
Q3 | $317K | Hold |
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|
2019
Q2 | $311K | Hold |
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|
2019
Q1 | $296K | Hold |
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|
2018
Q4 | $256K | Hold |
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|
2018
Q3 | $296K | Hold |
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|
2018
Q2 | $281K | Hold |
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|
2018
Q1 | $282K | Buy |
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|
2017
Q4 | $284K | Hold |
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|
2017
Q3 | $273K | Hold |
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|
2017
Q2 | $262K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $246K | Hold |
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|
2016
Q3 | $241K | Hold |
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|
2016
Q2 | $229 | Sell |
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|
2016
Q1 | $228K | Sell |
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|
2015
Q4 | $264K | Sell |
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|
2015
Q3 | $269K | Buy |
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|
2015
Q2 | $263 | Hold |
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|
2015
Q1 | $265K | Buy |
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|
2014
Q4 | $255K | Hold |
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|
2014
Q3 | $249K | Hold |
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|
2014
Q2 | $250K | Hold |
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|
2014
Q1 | $239K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $210K | Sell |
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|
2013
Q2 | $223K | Buy |
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