Greenleaf Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,457
| Closed | -$289K | – | 565 |
|
|
2020
Q1 | $289K | Hold |
5,457
| – | – | 0.01% | 345 |
|
|
2019
Q4 | $420K | Hold |
5,457
| – | – | 0.01% | 333 |
|
|
2019
Q3 | $397K | Hold |
5,457
| – | – | 0.01% | 336 |
|
|
2019
Q2 | $390K | Hold |
5,457
| – | – | 0.01% | 337 |
|
|
2019
Q1 | $372K | Hold |
5,457
| – | – | 0.01% | 333 |
|
|
2018
Q4 | $322K | Hold |
5,457
| – | – | 0.01% | 349 |
|
|
2018
Q3 | $372K | Hold |
5,457
| – | – | 0.01% | 338 |
|
|
2018
Q2 | $353K | Sell |
5,457
-65
| -1% | -$4.21K | 0.01% | 337 |
|
|
2018
Q1 | $359K | Hold |
5,522
| – | – | 0.01% | 300 |
|
|
2017
Q4 | $362K | Buy |
+5,522
| New | +$362K | 0.01% | 298 |
|