Mission 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $393K | Hold |
3,685
| – | – | 0.01% | 510 |
|
2025
Q1 | $383K | Hold |
3,685
| – | – | 0.01% | 490 |
|
2024
Q4 | $383K | Hold |
3,685
| – | – | 0.01% | 476 |
|
2024
Q3 | $399K | Hold |
3,685
| – | – | 0.01% | 459 |
|
2024
Q2 | $360K | Hold |
3,685
| – | – | 0.01% | 469 |
|
2024
Q1 | $375K | Hold |
3,685
| – | – | 0.01% | 476 |
|
2023
Q4 | $346K | Hold |
3,685
| – | – | 0.01% | 431 |
|
2023
Q3 | $314K | Hold |
3,685
| – | – | 0.01% | 423 |
|
2023
Q2 | $329K | Hold |
3,685
| – | – | 0.01% | 420 |
|
2023
Q1 | $322K | Hold |
3,685
| – | – | 0.01% | 411 |
|
2022
Q4 | $328K | Hold |
3,685
| – | – | 0.02% | 391 |
|
2022
Q3 | $295K | Hold |
3,685
| – | – | 0.02% | 383 |
|
2022
Q2 | $309K | Hold |
3,685
| – | – | 0.02% | 376 |
|
2022
Q1 | $350K | Hold |
3,685
| – | – | 0.02% | 363 |
|
2021
Q4 | $354K | Buy |
+3,685
| New | +$354K | 0.02% | 371 |
|