A detailed history of Colonial River Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 6,627 shares of CZA stock, worth $641,294. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,627
Previous 6,627 -0.0%
Holding current value
$641,294
Previous $621,000 8.37%
% of portfolio
0.38%
Previous 0.37%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

SELL
$79.88 - $94.25 $125,092 - $147,595
-1,566 Reduced 19.11%
6,627 $621,000
Q3 2023

Nov 03, 2023

SELL
$84.93 - $92.14 $57,157 - $62,010
-673 Reduced 7.59%
8,193 $697,000
Q2 2023

Aug 08, 2023

SELL
$83.1 - $89.25 $27,173 - $29,184
-327 Reduced 3.56%
8,866 $791,000
Q1 2023

May 04, 2023

SELL
$82.74 - $95.11 $34,668 - $39,851
-419 Reduced 4.36%
9,193 $802,000
Q4 2022

Feb 10, 2023

SELL
$86.24 - $93.19 $52,778 - $57,032
-612 Reduced 5.99%
9,612 $854,000
Q3 2022

Nov 14, 2022

SELL
N/A
-509 Reduced 4.74%
10,224 $818,000
Q2 2022

Aug 15, 2022

SELL
N/A
-3,240 Reduced 23.19%
10,733 $900,000
Q1 2022

Apr 15, 2022

SELL
N/A
-19,335 Reduced 58.05%
13,973 $1.33 Million
Q4 2021

Feb 15, 2022

BUY
N/A
33,308 New
33,308 $3.2 Million
Q3 2021

Oct 25, 2021

SELL
N/A
-43,310 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
N/A
124 Added 0.29%
43,310 $3.89 Million
Q1 2021

May 17, 2021

BUY
N/A
3,875 Added 9.86%
43,186 $3.64 Million
Q4 2020

Feb 19, 2021

BUY
N/A
39,311 New
39,311 $3.11 Million

Others Institutions Holding CZA

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker CZA
  • Sector ETFs
  • Industry ETFs
More about CZA
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