Kingsview Wealth Management’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
Q1 | – | Sell |
-10,032
| Closed | -$964K | – | 873 |
|
|
2021
Q4 | $964K | Buy |
+10,032
| New | +$964K | 0.04% | 412 |
|
|
2020
Q1 | – | Sell |
-13,526
| Closed | -$1.04M | – | 479 |
|
|
2019
Q4 | $1.04M | Buy |
13,526
+962
| +8% | +$74K | 0.13% | 188 |
|
|
2019
Q3 | $915K | Buy |
12,564
+8,617
| +218% | +$628K | 0.14% | 166 |
|
|
2019
Q2 | $282K | Buy |
+3,947
| New | +$282K | 0.05% | 334 |
|