Steward Partners Investment Advisory’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $45.5K | Hold |
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|
2025
Q2 | $44.2K | Hold |
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|
2025
Q1 | $43K | Sell |
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|
2024
Q4 | $79.3K | Sell |
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|
2024
Q3 | $159K | Sell |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $251K | Hold |
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|
2022
Q2 | $264K | Hold |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $302K | Hold |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $265K | Sell |
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|
2020
Q4 | $288K | Hold |
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|
2020
Q3 | $250K | Hold |
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|
2020
Q2 | $233K | Hold |
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|
2020
Q1 | $200K | Hold |
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|
2019
Q4 | $291K | Hold |
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|
2019
Q3 | $275K | Hold |
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|
2019
Q2 | $271K | Hold |
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|
2019
Q1 | $258K | Hold |
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|
2018
Q4 | $223K | Sell |
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|
2018
Q3 | $261K | Hold |
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|
2018
Q2 | $248K | Hold |
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|
2018
Q1 | $249K | Hold |
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|
2017
Q4 | $251K | Hold |
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|
2017
Q3 | $241K | Sell |
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|
2017
Q2 | $231K | Sell |
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|
2017
Q1 | $231K | Buy |
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