JPMorgan Chase & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
1,013
+50
| +5% | +$5.33K | ﹤0.01% | 4759 |
|
|
2025
Q1 | $100K | Hold |
963
| – | – | ﹤0.01% | 4735 |
|
|
2024
Q4 | $100K | Hold |
963
| – | – | ﹤0.01% | 4781 |
|
|
2024
Q3 | $104K | Sell |
963
-20
| -2% | -$2.17K | ﹤0.01% | 4705 |
|
|
2024
Q2 | $96K | Sell |
983
-40
| -4% | -$3.91K | ﹤0.01% | 4615 |
|
|
2024
Q1 | $104K | Sell |
1,023
-10
| -1% | -$1.02K | ﹤0.01% | 4714 |
|
|
2023
Q4 | $96.9K | Hold |
1,033
| – | – | ﹤0.01% | 4777 |
|
|
2023
Q3 | $88K | Hold |
1,033
| – | – | ﹤0.01% | 4687 |
|
|
2023
Q2 | $92.2K | Hold |
1,033
| – | – | ﹤0.01% | 4672 |
|
|
2023
Q1 | $90.2K | Hold |
1,033
| – | – | ﹤0.01% | 4688 |
|
|
2022
Q4 | $92K | Sell |
1,033
-11
| -1% | -$980 | ﹤0.01% | 4522 |
|
|
2022
Q3 | $83K | Sell |
1,044
-121
| -10% | -$9.62K | ﹤0.01% | 4538 |
|
|
2022
Q2 | $98K | Sell |
1,165
-23
| -2% | -$1.94K | ﹤0.01% | 4642 |
|
|
2022
Q1 | $113K | Buy |
1,188
+219
| +23% | +$20.8K | ﹤0.01% | 4687 |
|
|
2021
Q4 | $93K | Hold |
969
| – | – | ﹤0.01% | 4859 |
|
|
2021
Q3 | $87K | Buy |
969
+100
| +12% | +$8.98K | ﹤0.01% | 4776 |
|
|
2021
Q2 | $78K | Hold |
869
| – | – | ﹤0.01% | 4842 |
|
|
2021
Q1 | $73K | Buy |
869
+300
| +53% | +$25.2K | ﹤0.01% | 4725 |
|
|
2020
Q4 | $43K | Hold |
569
| – | – | ﹤0.01% | 4477 |
|
|
2020
Q3 | $37K | Sell |
569
-2,521
| -82% | -$164K | ﹤0.01% | 4363 |
|
|
2020
Q2 | $190K | Buy |
3,090
+515
| +20% | +$31.7K | ﹤0.01% | 3687 |
|
|
2020
Q1 | $136K | Buy |
2,575
+85
| +3% | +$4.49K | ﹤0.01% | 3849 |
|
|
2019
Q4 | $192K | Hold |
2,490
| – | – | ﹤0.01% | 3827 |
|
|
2019
Q3 | $181K | Buy |
2,490
+142
| +6% | +$10.3K | ﹤0.01% | 3791 |
|
|
2019
Q2 | $166K | Buy |
2,348
+257
| +12% | +$18.2K | ﹤0.01% | 3830 |
|
|
2019
Q1 | $142K | Sell |
2,091
-192
| -8% | -$13K | ﹤0.01% | 3881 |
|
|
2018
Q4 | $135K | Sell |
2,283
-6
| -0.3% | -$355 | ﹤0.01% | 3936 |
|
|
2018
Q3 | $156K | Buy |
2,289
+354
| +18% | +$24.1K | ﹤0.01% | 3949 |
|
|
2018
Q2 | $125K | Sell |
1,935
-29
| -1% | -$1.87K | ﹤0.01% | 4005 |
|
|
2018
Q1 | $128K | Buy |
1,964
+45
| +2% | +$2.93K | ﹤0.01% | 3857 |
|
|
2017
Q4 | $126K | Buy |
1,919
+318
| +20% | +$20.9K | ﹤0.01% | 3821 |
|
|
2017
Q3 | $100K | Hold |
1,601
| – | – | ﹤0.01% | 3645 |
|
|
2017
Q2 | $97K | Hold |
1,601
| – | – | ﹤0.01% | 3582 |
|
|
2017
Q1 | $93K | Buy |
1,601
+506
| +46% | +$29.4K | ﹤0.01% | 3757 |
|
|
2016
Q4 | $60K | Buy |
+1,095
| New | +$60K | ﹤0.01% | 3987 |
|