Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $389K | Buy |
4,380
+2,190
| +100% | +$195K | 0.06% | 258 |
|
|
2022
Q3 | $175K | Hold |
2,190
| – | – | 0.06% | 251 |
|
|
2022
Q2 | $184K | Sell |
2,190
-2,128
| -49% | -$178K | 0.06% | 252 |
|
|
2022
Q1 | $411K | Buy |
+4,318
| New | +$411K | 0.11% | 147 |
|
|
2021
Q3 | $694K | Sell |
7,723
-4,820
| -38% | -$433K | 0.25% | 75 |
|
|
2021
Q2 | $1.13M | Sell |
12,543
-12,850
| -51% | -$1.16M | 0.43% | 48 |
|
|
2021
Q1 | $2.14M | Buy |
+25,393
| New | +$2.14M | 1.2% | 16 |
|