Heritage Wealth Management (Arizona)’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio CZA Stock Details CZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$389K	Buy
2022 Q3	$175K	Hold
2022 Q2	$184K	Sell
2022 Q1	$411K	Buy
2021 Q3	$694K	Sell
2021 Q2	$1.13M	Sell
2021 Q1	$2.14M	Buy