WDL
Well Done LLC’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
15,535
-250
| -2% | -$26.7K | 0.31% | 53 |
|
|
2025
Q1 | $1.64M | Hold |
15,785
| – | – | 0.3% | 50 |
|
|
2024
Q4 | $1.71M | Hold |
15,785
| – | – | 0.31% | 51 |
|
|
2024
Q3 | $1.71M | Sell |
15,785
-502
| -3% | -$54.4K | 0.31% | 51 |
|
|
2024
Q2 | $1.59M | Sell |
16,287
-309
| -2% | -$30.2K | 0.33% | 50 |
|
|
2024
Q1 | $1.69M | Hold |
16,596
| – | – | 0.33% | 48 |
|
|
2023
Q4 | $1.56M | Hold |
16,596
| – | – | 0.3% | 53 |
|
|
2023
Q3 | $1.41M | Hold |
16,596
| – | – | 0.31% | 49 |
|
|
2023
Q2 | $1.48M | Hold |
16,596
| – | – | 0.31% | 50 |
|
|
2023
Q1 | $1.45M | Sell |
16,596
-492
| -3% | -$43K | 0.31% | 50 |
|
|
2022
Q4 | $1.52M | Hold |
17,088
| – | – | 0.33% | 51 |
|
|
2022
Q3 | $1.37M | Hold |
17,088
| – | – | 0.33% | 51 |
|
|
2022
Q2 | $1.43M | Hold |
17,088
| – | – | 0.32% | 55 |
|
|
2022
Q1 | $1.63M | Sell |
17,088
-82
| -0.5% | -$7.8K | 0.32% | 54 |
|
|
2021
Q4 | $1.65M | Hold |
17,170
| – | – | 0.33% | 52 |
|
|
2021
Q3 | $1.54M | Hold |
17,170
| – | – | 0.34% | 51 |
|
|
2021
Q2 | $1.54M | Sell |
17,170
-33
| -0.2% | -$2.97K | 0.34% | 48 |
|
|
2021
Q1 | $1.45M | Hold |
17,203
| – | – | 0.33% | 53 |
|
|
2020
Q4 | $1.31M | Buy |
17,203
+1,503
| +10% | +$114K | 0.32% | 45 |
|
|
2020
Q3 | $1.04M | Hold |
15,700
| – | – | 0.29% | 49 |
|
|
2020
Q2 | $965K | Sell |
15,700
-21,571
| -58% | -$1.33M | 0.27% | 57 |
|
|
2020
Q1 | $1.97M | Sell |
37,271
-33,669
| -47% | -$1.78M | 0.6% | 32 |
|
|
2019
Q4 | $5.46M | Sell |
70,940
-4,548
| -6% | -$350K | 1.26% | 21 |
|
|
2019
Q3 | $5.5M | Buy |
75,488
+8,084
| +12% | +$589K | 1.35% | 18 |
|
|
2019
Q2 | $4.82M | Buy |
67,404
+3,059
| +5% | +$219K | 1.13% | 24 |
|
|
2019
Q1 | $4.38M | Hold |
64,345
| – | – | 1.08% | 25 |
|
|
2018
Q4 | $3.8M | Buy |
64,345
+238
| +0.4% | +$14K | 1.07% | 19 |
|
|
2018
Q3 | $4.37M | Hold |
64,107
| – | – | 1.23% | 18 |
|
|
2018
Q2 | $4.15M | Buy |
+64,107
| New | +$4.15M | 1.24% | 17 |
|
|
2018
Q1 | – | Sell |
-64,018
| Closed | -$4.2M | – | 588 |
|
|
2017
Q4 | $4.2M | Buy |
64,018
+1,257
| +2% | +$82.4K | 1.37% | 21 |
|
|
2017
Q3 | $3.95M | Sell |
62,761
-212
| -0.3% | -$13.3K | 1.21% | 21 |
|
|
2017
Q2 | $3.8M | Buy |
62,973
+2,129
| +3% | +$128K | 1.33% | 21 |
|
|
2017
Q1 | $3.54M | Buy |
60,844
+26,005
| +75% | +$1.51M | 1.26% | 25 |
|
|
2016
Q4 | $1.9M | Sell |
34,839
-520
| -1% | -$28.3K | 0.72% | 31 |
|
|
2016
Q3 | $1.89K | Hold |
35,359
| – | – | 0.68% | 29 |
|
|
2016
Q2 | $1.79M | Buy |
35,359
+8,280
| +31% | +$420K | 0.65% | 28 |
|
|
2016
Q1 | $1.32M | Sell |
27,079
-42,150
| -61% | -$2.06M | 0.48% | 32 |
|
|
2015
Q4 | $3.32M | Buy |
+69,229
| New | +$3.32M | 1.17% | 19 |
|