Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,669
| Closed | -$406K | – | 354 |
|
|
2020
Q1 | $406K | Sell |
7,669
-499
| -6% | -$26.4K | 0.07% | 200 |
|
|
2019
Q4 | $628K | Sell |
8,168
-17
| -0.2% | -$1.31K | 0.09% | 177 |
|
|
2019
Q3 | $596K | Sell |
8,185
-200
| -2% | -$14.6K | 0.09% | 182 |
|
|
2019
Q2 | $600K | Sell |
8,385
-2
| -0% | -$143 | 0.09% | 175 |
|
|
2019
Q1 | $571K | Sell |
8,387
-184
| -2% | -$12.5K | 0.09% | 180 |
|
|
2018
Q4 | $505K | Sell |
8,571
-72
| -0.8% | -$4.24K | 0.09% | 181 |
|
|
2018
Q3 | $589K | Hold |
8,643
| – | – | 0.1% | 192 |
|
|
2018
Q2 | $559K | Buy |
+8,643
| New | +$559K | 0.1% | 194 |
|