PWM
Paulson Wealth Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,226
| Closed | -$308K | – | 101 |
|
|
2019
Q3 | $308K | Sell |
4,226
-841
| -17% | -$61.3K | 0.23% | 79 |
|
|
2019
Q2 | $367K | Sell |
5,067
-1,488
| -23% | -$108K | 0.27% | 69 |
|
|
2019
Q1 | $446K | Sell |
6,555
-2,368
| -27% | -$161K | 0.34% | 63 |
|
|
2018
Q4 | $555K | Sell |
8,923
-4,134
| -32% | -$257K | 0.46% | 54 |
|
|
2018
Q3 | $831K | Sell |
13,057
-351
| -3% | -$22.3K | 0.75% | 36 |
|
|
2018
Q2 | $867K | Sell |
13,408
-8,953
| -40% | -$579K | 0.86% | 32 |
|
|
2018
Q1 | $1.45M | Sell |
22,361
-1,026
| -4% | -$66.6K | 1.45% | 17 |
|
|
2017
Q4 | $1.53M | Buy |
+23,387
| New | +$1.53M | 1.35% | 17 |
|