Arcadia Investment Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $77.3K | Hold |
|
|||||
|
2025
Q2 | $71K | Buy |
|
|||||
|
2025
Q1 | $56.4K | Hold |
|
|||||
|
2024
Q4 | $55.1K | Hold |
|
|||||
|
2024
Q3 | $48.5K | Hold |
|
|||||
|
2024
Q2 | $46.5K | Sell |
|
|||||
|
2024
Q1 | $56.2K | Hold |
|
|||||
|
2023
Q4 | $48.1K | Hold |
|
|||||
|
2023
Q3 | $41.3K | Sell |
|
|||||
|
2023
Q2 | $111K | Hold |
|
|||||
|
2023
Q1 | $104K | Hold |
|
|||||
|
2022
Q4 | $103K | Hold |
|
|||||
|
2022
Q3 | $91.3K | Hold |
|
|||||
|
2022
Q2 | $94K | Hold |
|
|||||
|
2022
Q1 | $113K | Hold |
|
|||||
|
2021
Q4 | $121K | Hold |
|
|||||
|
2021
Q3 | $118K | Hold |
|
|||||
|
2021
Q2 | $118K | Hold |
|
|||||
|
2021
Q1 | $113K | Hold |
|
|||||
|
2020
Q4 | $97.4K | Hold |
|
|||||
|
2020
Q3 | $75.4K | Buy |
|