Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-790
| Closed | -$66K | – | 738 |
|
|
2022
Q2 | $66K | Hold |
790
| – | – | 0.01% | 646 |
|
|
2022
Q1 | $75K | Hold |
790
| – | – | 0.01% | 665 |
|
|
2021
Q4 | $76K | Buy |
790
+1
| +0.1% | +$96 | 0.01% | 734 |
|
|
2021
Q3 | $71K | Hold |
789
| – | – | 0.01% | 749 |
|
|
2021
Q2 | $71K | Hold |
789
| – | – | 0.01% | 725 |
|
|
2021
Q1 | $66K | Hold |
789
| – | – | 0.02% | 678 |
|
|
2020
Q4 | $60K | Buy |
789
+2
| +0.3% | +$152 | 0.02% | 637 |
|
|
2020
Q3 | $52K | Sell |
787
-1
| -0.1% | -$66 | 0.02% | 530 |
|
|
2020
Q2 | $48K | Hold |
788
| – | – | 0.02% | 522 |
|
|
2020
Q1 | $42K | Buy |
+788
| New | +$42K | 0.02% | 493 |
|