Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-263
| Closed | -$24K | – | 1016 |
|
|
2021
Q1 | $24K | Hold |
263
| – | – | ﹤0.01% | 1972 |
|
|
2020
Q4 | $20K | Buy |
263
+3
| +1% | +$228 | ﹤0.01% | 1741 |
|
|
2020
Q3 | $17K | Sell |
260
-180
| -41% | -$11.8K | ﹤0.01% | 1625 |
|
|
2020
Q2 | $27K | Hold |
440
| – | – | ﹤0.01% | 1360 |
|
|
2020
Q1 | $23K | Hold |
440
| – | – | ﹤0.01% | 1339 |
|
|
2019
Q4 | $34K | Sell |
440
-91
| -17% | -$7.03K | ﹤0.01% | 1280 |
|
|
2019
Q3 | $39K | Buy |
+531
| New | +$39K | ﹤0.01% | 1073 |
|