Hazlett, Burt & Watson’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Hold |
3,435
| – | – | 0.15% | 136 |
|
|
2025
Q1 | $358K | Sell |
3,435
-424
| -11% | -$44.2K | 0.16% | 129 |
|
|
2024
Q4 | $402K | Hold |
3,859
| – | – | 0.18% | 120 |
|
|
2024
Q3 | $418K | Sell |
3,859
-262
| -6% | -$28.4K | 0.19% | 120 |
|
|
2024
Q2 | $403K | Hold |
4,121
| – | – | 0.21% | 105 |
|
|
2024
Q1 | $420K | Sell |
4,121
-220
| -5% | -$22.4K | 0.25% | 80 |
|
|
2023
Q4 | $407K | Buy |
4,341
+3
| +0.1% | +$281 | 0.27% | 72 |
|
|
2023
Q3 | $369K | Buy |
4,338
+259
| +6% | +$22K | 0.28% | 79 |
|
|
2023
Q2 | $364K | Hold |
4,079
| – | – | 0.27% | 76 |
|
|
2023
Q1 | $355K | Hold |
4,079
| – | – | 0.29% | 75 |
|
|
2022
Q4 | $362K | Hold |
4,079
| – | – | 0.32% | 69 |
|
|
2022
Q3 | $326K | Sell |
4,079
-517
| -11% | -$41.3K | 0.32% | 65 |
|
|
2022
Q2 | $384K | Hold |
4,596
| – | – | 0.35% | 57 |
|
|
2022
Q1 | $437K | Buy |
+4,596
| New | +$437K | 0.35% | 58 |
|