IHT Wealth Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,674
| Closed | -$206K | – | 571 |
|
|
2019
Q4 | $206K | Buy |
+2,674
| New | +$206K | 0.02% | 555 |
|
|
2018
Q2 | – | Sell |
-2,852
| Closed | -$181K | – | 620 |
|
|
2018
Q1 | $181K | Hold |
2,852
| – | – | 0.05% | 363 |
|
|
2017
Q4 | $190K | Buy |
2,852
+24
| +0.8% | +$1.6K | 0.05% | 360 |
|
|
2017
Q3 | $180K | Sell |
2,828
-9,068
| -76% | -$577K | 0.08% | 261 |
|
|
2017
Q2 | $255 | Buy |
11,896
+225
| +2% | +$5 | 0.12% | 198 |
|
|
2017
Q1 | $285K | Buy |
11,671
+8,140
| +231% | +$199K | 0.19% | 131 |
|
|
2016
Q4 | $193K | Buy |
+3,531
| New | +$193K | 0.15% | 163 |
|