Advisor Group’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $92K | Sell |
1,908
-998
| -34% | -$48.1K | ﹤0.01% | 3002 |
|
|
2019
Q3 | $124K | Buy |
2,906
+601
| +26% | +$25.6K | ﹤0.01% | 2725 |
|
|
2019
Q2 | $103K | Buy |
2,305
+700
| +44% | +$31.3K | ﹤0.01% | 2840 |
|
|
2019
Q1 | $70K | Hold |
1,605
| – | – | ﹤0.01% | 3136 |
|
|
2018
Q4 | $59K | Buy |
1,605
+10
| +0.6% | +$368 | ﹤0.01% | 3066 |
|
|
2018
Q3 | $77K | Buy |
+1,595
| New | +$77K | ﹤0.01% | 2950 |
|
|
2017
Q2 | – | Sell |
-636
| Closed | -$26K | – | 4910 |
|
|
2017
Q1 | $26K | Buy |
+636
| New | +$26K | ﹤0.01% | 3194 |
|