Pacific Sun Financial’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 | $2.14M | Sell |
20,032
-470
| -2% | -$50.1K | 1.12% | 18 |
|
|
2025
Q1 | $2.13M | Sell |
20,502
-50
| -0.2% | -$5.19K | 1.21% | 15 |
|
|
2024
Q4 | $2.14M | Sell |
20,552
-110
| -0.5% | -$11.4K | 1.16% | 19 |
|
|
2024
Q3 | $2.24M | Sell |
20,662
-290
| -1% | -$31.4K | 1.23% | 18 |
|
|
2024
Q2 | $2.05M | Hold |
20,952
| – | – | 1.21% | 20 |
|
|
2024
Q1 | $2.13M | Hold |
20,952
| – | – | 1.24% | 19 |
|
|
2023
Q4 | $1.97M | Sell |
20,952
-204
| -1% | -$19.1K | 1.24% | 19 |
|
|
2023
Q3 | $1.8M | Sell |
21,156
-400
| -2% | -$34.1K | 1.25% | 19 |
|
|
2023
Q2 | $1.88M | Buy |
+21,556
| New | +$1.88M | 1.26% | 19 |
|
|
2022
Q4 | $1.91M | Sell |
21,526
-2,170
| -9% | -$193K | 1.35% | 18 |
|
|
2022
Q3 | $1.9M | Sell |
23,696
-60
| -0.3% | -$4.8K | 1.33% | 18 |
|
|
2022
Q2 | $1.99M | Sell |
23,756
-320
| -1% | -$26.8K | 1.31% | 19 |
|
|
2022
Q1 | $2.29M | Sell |
24,076
-90
| -0.4% | -$8.56K | 1.25% | 20 |
|
|
2021
Q4 | $2.32M | Buy |
24,166
+2
| +0% | +$192 | 1.24% | 19 |
|
|
2021
Q3 | $2.17M | Buy |
+24,164
| New | +$2.17M | 1.25% | 20 |
|
|
2020
Q3 | $1.66M | Sell |
25,159
-400
| -2% | -$26.4K | 1.38% | 18 |
|
|
2020
Q2 | $1.57M | Buy |
25,559
+185
| +0.7% | +$11.4K | 1.42% | 17 |
|
|
2020
Q1 | $1.34M | Buy |
25,374
+1,251
| +5% | +$66.3K | 1.54% | 14 |
|
|
2019
Q4 | $1.86M | Buy |
24,123
+40
| +0.2% | +$3.08K | 1.64% | 11 |
|
|
2019
Q3 | $1.75M | Buy |
24,083
+510
| +2% | +$37.1K | 1.65% | 12 |
|
|
2019
Q2 | $1.69M | Buy |
+23,573
| New | +$1.69M | 1.61% | 12 |
|
|
2018
Q2 | $1.51M | Buy |
+22,056
| New | +$1.51M | 1.55% | 16 |
|