A detailed history of New Edge Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 31 shares of CZA stock, worth $3,320. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31
Previous 31 -0.0%
Holding current value
$3,320
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

SELL
$83.1 - $89.25 $4,819 - $5,176
-58 Reduced 65.17%
31 $2,000
Q1 2023

May 12, 2023

BUY
$82.74 - $95.11 $496 - $570
6 Added 7.23%
89 $7,000
Q4 2022

Feb 14, 2023

BUY
$79.52 - $93.19 $6,600 - $7,734
83 New
83 $7,000
Q3 2019

Nov 06, 2019

SELL
$72.37 - $73.51 $237,590 - $241,333
-3,283 Closed
0 $0
Q2 2019

Aug 05, 2019

BUY
N/A
3,283 New
3,283 $235,000

Others Institutions Holding CZA

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker CZA
  • Sector ETFs
  • Industry ETFs
More about CZA
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.