Southport Capital Management’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
Q1 | $266K | Hold |
2,801
| – | – | 0.1% | 186 |
|
|
2021
Q4 | $269K | Sell |
2,801
-36
| -1% | -$3.46K | 0.05% | 266 |
|
|
2021
Q3 | $255K | Hold |
2,837
| – | – | 0.1% | 202 |
|
|
2021
Q2 | $255K | Sell |
2,837
-156
| -5% | -$14K | 0.06% | 256 |
|
|
2021
Q1 | $252K | Hold |
2,993
| – | – | 0.07% | 252 |
|
|
2020
Q4 | $228K | Buy |
+2,993
| New | +$228K | 0.08% | 194 |
|