Focus Financial Network’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,330
| Closed | -$312K | – | 651 |
|
2023
Q4 | $312K | Buy |
+3,330
| New | +$312K | 0.01% | 560 |
|
2022
Q1 | – | Sell |
-4,704
| Closed | -$452K | – | 524 |
|
2021
Q4 | $452K | Buy |
4,704
+1,437
| +44% | +$138K | 0.07% | 231 |
|
2021
Q3 | $294K | Sell |
3,267
-136
| -4% | -$12.2K | 0.04% | 343 |
|
2021
Q2 | $306K | Buy |
3,403
+112
| +3% | +$10.1K | 0.04% | 341 |
|
2021
Q1 | $277K | Buy |
+3,291
| New | +$277K | 0.03% | 349 |
|