McClarren Financial Advisors’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
Q4 | – | Sell |
-518
| Closed | -$41K | – | 362 |
|
|
2022
Q3 | $41K | Buy |
+518
| New | +$41K | 0.04% | 150 |
|
|
2022
Q2 | – | Sell |
-518
| Closed | -$49K | – | 78 |
|
|
2022
Q1 | $49K | Sell |
518
-15
| -3% | -$1.42K | 0.04% | 127 |
|
|
2021
Q4 | $52K | Sell |
533
-379
| -42% | -$37K | 0.04% | 133 |
|
|
2021
Q3 | $82K | Hold |
912
| – | – | 0.06% | 89 |
|
|
2021
Q2 | $82K | Hold |
912
| – | – | 0.07% | 90 |
|
|
2021
Q1 | $77K | Hold |
912
| – | – | 0.07% | 92 |
|
|
2020
Q4 | $69K | Buy |
+912
| New | +$69K | 0.07% | 89 |
|