Spire Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-143
| Closed | -$14.9K | – | 2414 |
|
|
2025
Q1 | $14.9K | Hold |
143
| – | – | ﹤0.01% | 1711 |
|
|
2024
Q4 | $14.9K | Buy |
143
+1
| +0.7% | +$104 | ﹤0.01% | 1722 |
|
|
2024
Q3 | $15.3K | Hold |
142
| – | – | ﹤0.01% | 1518 |
|
|
2024
Q2 | $13.8K | Hold |
142
| – | – | ﹤0.01% | 1544 |
|
|
2024
Q1 | $14.4K | Hold |
142
| – | – | ﹤0.01% | 1606 |
|
|
2023
Q4 | $13K | Buy |
142
+2
| +1% | +$183 | ﹤0.01% | 1673 |
|
|
2023
Q3 | $11.9K | Hold |
140
| – | – | ﹤0.01% | 1680 |
|
|
2023
Q2 | $12.5K | Hold |
140
| – | – | ﹤0.01% | 1738 |
|
|
2023
Q1 | $12.2K | Buy |
+140
| New | +$12.2K | ﹤0.01% | 1780 |
|
|
2022
Q3 | – | Sell |
-137
| Closed | -$12K | – | 2255 |
|
|
2022
Q2 | $12K | Hold |
137
| – | – | ﹤0.01% | 1850 |
|
|
2022
Q1 | $13K | Buy |
137
+1
| +0.7% | +$95 | ﹤0.01% | 1942 |
|
|
2021
Q4 | $13K | Hold |
136
| – | – | ﹤0.01% | 2268 |
|
|
2021
Q3 | $12K | Hold |
136
| – | – | ﹤0.01% | 2031 |
|
|
2021
Q2 | $12K | Hold |
136
| – | – | ﹤0.01% | 2045 |
|
|
2021
Q1 | $11K | Buy |
+136
| New | +$11K | ﹤0.01% | 2373 |
|