Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,737
| Closed | -$659K | – | 597 |
|
|
2023
Q3 | $659K | Sell |
7,737
-313
| -4% | -$26.7K | 0.04% | 311 |
|
|
2023
Q2 | $718K | Hold |
8,050
| – | – | 0.06% | 253 |
|
|
2023
Q1 | $703K | Hold |
8,050
| – | – | 0.06% | 260 |
|
|
2022
Q4 | $716K | Sell |
8,050
-2,499
| -24% | -$222K | 0.07% | 245 |
|
|
2022
Q3 | $843K | Sell |
10,549
-331
| -3% | -$26.5K | 0.09% | 208 |
|
|
2022
Q2 | $912K | Buy |
+10,880
| New | +$912K | 0.07% | 259 |
|