Security National Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-594
| Closed | -$30K | – | 466 |
|
|
2015
Q2 | $30K | Hold |
594
| – | – | 0.01% | 314 |
|
|
2015
Q1 | $30K | Hold |
594
| – | – | 0.01% | 322 |
|
|
2014
Q4 | $29K | Sell |
594
-611
| -51% | -$29.8K | 0.01% | 314 |
|
|
2014
Q3 | $58K | Sell |
1,205
-390
| -24% | -$18.8K | 0.02% | 260 |
|
|
2014
Q2 | $77K | Buy |
+1,595
| New | +$77K | 0.03% | 244 |
|