Zimmermann Investment Management & Planning’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
2023 Q3	–	Sell	-4,542	Closed	-$405K	–	106
2023 Q2	$405K	Buy	4,542 +377	+9%	+$33.6K	0.19%	74
2023 Q1	$364K	Buy	+4,165	New	+$364K	0.19%	82