Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,618
| Closed | -$110K | – | 191 |
|
|
2019
Q1 | $110K | Hold |
1,618
| – | – | 0.08% | 151 |
|
|
2018
Q4 | $95K | Sell |
1,618
-230
| -12% | -$13.5K | 0.08% | 152 |
|
|
2018
Q3 | $126K | Sell |
1,848
-111
| -6% | -$7.57K | 0.09% | 132 |
|
|
2018
Q2 | $127K | Hold |
1,959
| – | – | 0.1% | 131 |
|
|
2018
Q1 | $127K | Buy |
+1,959
| New | +$127K | 0.09% | 133 |
|