Antonetti Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $83.6K | Hold |
1,500
| – | – | 0.13% | 72 |
|
|
2023
Q2 | $87.3K | Hold |
1,500
| – | – | 0.13% | 70 |
|
|
2023
Q1 | $83.1K | Hold |
1,500
| – | – | 0.12% | 72 |
|
|
2022
Q4 | $81.3K | Hold |
1,500
| – | – | 0.11% | 74 |
|
|
2022
Q3 | $76K | Hold |
1,500
| – | – | 0.09% | 72 |
|
|
2022
Q2 | $77K | Hold |
1,500
| – | – | 0.08% | 82 |
|
|
2022
Q1 | $92K | Hold |
1,500
| – | – | 0.09% | 83 |
|
|
2021
Q4 | $94K | Hold |
1,500
| – | – | 0.07% | 121 |
|
|
2021
Q3 | $90K | Buy |
+1,500
| New | +$90K | 0.07% | 123 |
|