YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-385
| Closed | -$28K | – | 275 |
|
|
2019
Q2 | $28K | Hold |
385
| – | – | 0.01% | 424 |
|
|
2019
Q1 | $26K | Hold |
385
| – | – | 0.01% | 427 |
|
|
2018
Q4 | $23K | Hold |
385
| – | – | 0.01% | 425 |
|
|
2018
Q3 | $26K | Hold |
385
| – | – | 0.01% | 459 |
|
|
2018
Q2 | $25K | Buy |
+385
| New | +$25K | 0.01% | 471 |
|
|
2018
Q1 | – | Sell |
-385
| Closed | -$25K | – | 845 |
|
|
2017
Q4 | $25K | Sell |
385
-40
| -9% | -$2.6K | 0.01% | 460 |
|
|
2017
Q3 | $27K | Buy |
+425
| New | +$27K | 0.01% | 455 |
|