Kowal Investment Group’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $15.1M | Buy |
488,326
+169,453
| +53% | +$5.23M | 2.77% | 7 |
|
|
2024
Q2 | $9.2M | Buy |
318,873
+195,803
| +159% | +$5.65M | 1.84% | 10 |
|
|
2024
Q1 | $3.46M | Buy |
123,070
+31,724
| +35% | +$891K | 0.75% | 17 |
|
|
2023
Q4 | $2.39M | Buy |
91,346
+19,525
| +27% | +$510K | 0.56% | 26 |
|
|
2023
Q3 | $1.73M | Buy |
71,821
+7,195
| +11% | +$173K | 0.47% | 29 |
|
|
2023
Q2 | $1.62M | Buy |
64,626
+3,553
| +6% | +$88.9K | 0.43% | 30 |
|
|
2023
Q1 | $1.45M | Buy |
61,073
+25,237
| +70% | +$598K | 0.41% | 32 |
|
|
2022
Q4 | $828K | Buy |
+35,836
| New | +$828K | 0.25% | 56 |
|