KWM
PZI
Kingsview Wealth Management’s Invesco Zacks Micro Cap ETF PZI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,185
| Closed | -$407K | – | 385 |
|
|
2018
Q3 | $407K | Buy |
20,185
+5,479
| +37% | +$110K | 0.08% | 246 |
|
|
2018
Q2 | $299K | Buy |
14,706
+86
| +0.6% | +$1.75K | 0.07% | 264 |
|
|
2018
Q1 | $277K | Buy |
14,620
+2,620
| +22% | +$49.6K | 0.07% | 265 |
|
|
2017
Q4 | $232K | Sell |
12,000
-54
| -0.4% | -$1.04K | 0.08% | 280 |
|
|
2017
Q3 | $231K | Buy |
12,054
+336
| +3% | +$6.44K | 0.1% | 245 |
|
|
2017
Q2 | $212K | Buy |
+11,718
| New | +$212K | 0.11% | 233 |
|