Western 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 | $299K | Buy |
2,808
+7
| +0.2% | +$747 | 0.02% | 550 |
|
|
2025
Q1 | $291K | Sell |
2,801
-486
| -15% | -$50.5K | 0.02% | 537 |
|
|
2024
Q4 | $341K | Sell |
3,287
-58
| -2% | -$6.03K | 0.02% | 482 |
|
|
2024
Q3 | $362K | Sell |
3,345
-23
| -0.7% | -$2.49K | 0.02% | 543 |
|
|
2024
Q2 | $329K | Sell |
3,368
-40
| -1% | -$3.91K | 0.02% | 463 |
|
|
2024
Q1 | $347K | Buy |
3,408
+73
| +2% | +$7.42K | 0.03% | 463 |
|
|
2023
Q4 | $313K | Buy |
3,335
+59
| +2% | +$5.53K | 0.02% | 539 |
|
|
2023
Q3 | $279K | Buy |
3,276
+391
| +14% | +$33.3K | 0.02% | 527 |
|
|
2023
Q2 | $257K | Buy |
2,885
+165
| +6% | +$14.7K | 0.02% | 544 |
|
|
2023
Q1 | $237K | Buy |
+2,720
| New | +$237K | 0.02% | 564 |
|
|
2022
Q4 | – | Sell |
-3,974
| Closed | -$318K | – | 640 |
|
|
2022
Q3 | $318K | Buy |
3,974
+1,534
| +63% | +$123K | 0.02% | 615 |
|
|
2022
Q2 | $205K | Buy |
+2,440
| New | +$205K | 0.01% | 734 |
|