Ladenburg Thalmann Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $1.2M | Sell |
15,591
-11,443
| -42% | -$881K | 0.01% | 1156 |
|
2019
Q3 | $1.97M | Buy |
27,034
+2,166
| +9% | +$158K | 0.01% | 822 |
|
2019
Q2 | $1.78M | Buy |
24,868
+1,982
| +9% | +$142K | 0.01% | 857 |
|
2019
Q1 | $1.56M | Sell |
22,886
-1,614
| -7% | -$110K | 0.01% | 907 |
|
2018
Q4 | $1.45M | Sell |
24,500
-3,262
| -12% | -$192K | 0.01% | 835 |
|
2018
Q3 | $1.89M | Buy |
27,762
+3,927
| +16% | +$268K | 0.02% | 749 |
|
2018
Q2 | $1.55M | Hold |
23,835
| – | – | 0.01% | 819 |
|
2018
Q1 | $1.55M | Buy |
23,835
+2,090
| +10% | +$136K | 0.01% | 819 |
|
2017
Q4 | $1.43M | Buy |
21,745
+1,203
| +6% | +$78.9K | 0.01% | 859 |
|
2017
Q3 | $1.29M | Buy |
20,542
+1,007
| +5% | +$63.3K | 0.01% | 846 |
|
2017
Q2 | $1.18M | Buy |
19,535
+14,529
| +290% | +$876K | 0.01% | 851 |
|
2017
Q1 | $292K | Sell |
5,006
-1,003
| -17% | -$58.5K | ﹤0.01% | 1653 |
|
2016
Q4 | $327K | Sell |
6,009
-73
| -1% | -$3.97K | ﹤0.01% | 1495 |
|
2016
Q3 | $324K | Buy |
6,082
+1,340
| +28% | +$71.4K | ﹤0.01% | 1439 |
|
2016
Q2 | $240K | Buy |
4,742
+180
| +4% | +$9.11K | ﹤0.01% | 1559 |
|
2016
Q1 | $223K | Sell |
4,562
-336
| -7% | -$16.4K | ﹤0.01% | 1539 |
|
2015
Q4 | $235K | Buy |
4,898
+103
| +2% | +$4.94K | ﹤0.01% | 1473 |
|
2015
Q3 | $226K | Buy |
4,795
+7
| +0.1% | +$330 | ﹤0.01% | 1406 |
|
2015
Q2 | $244K | Buy |
4,788
+1,095
| +30% | +$55.8K | ﹤0.01% | 1464 |
|
2015
Q1 | $189K | Buy |
3,693
+568
| +18% | +$29.1K | ﹤0.01% | 1609 |
|
2014
Q4 | $155K | Sell |
3,125
-400
| -11% | -$19.8K | ﹤0.01% | 1606 |
|
2014
Q3 | $170K | Buy |
3,525
+1,240
| +54% | +$59.8K | ﹤0.01% | 1298 |
|
2014
Q2 | $111K | Hold |
2,285
| – | – | ﹤0.01% | 1536 |
|
2014
Q1 | $106K | Sell |
2,285
-7,719
| -77% | -$358K | ﹤0.01% | 1479 |
|
2013
Q4 | $454K | Sell |
10,004
-120
| -1% | -$5.45K | 0.01% | 721 |
|
2013
Q3 | $428K | Buy |
10,124
+9,794
| +2,968% | +$414K | 0.01% | 711 |
|
2013
Q2 | $13K | Buy |
+330
| New | +$13K | ﹤0.01% | 2565 |
|