Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-80
| Closed | -$7K | – | 841 |
|
|
2021
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 788 |
|
|
2021
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 796 |
|
|
2020
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 764 |
|
|
2020
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 750 |
|
|
2020
Q2 | $5K | Sell |
80
-722
| -90% | -$45.1K | ﹤0.01% | 746 |
|
|
2020
Q1 | $42K | Buy |
+802
| New | +$42K | 0.02% | 455 |
|