Bellwether Investment 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
2017
Q2
Sell
-130
Closed -$5K 636
2017
Q1
$5K Sell
130
-966
-88% -$37.2K 0.01% 629
2016
Q4
$42K Buy
+1,096
New +$42K 0.04% 300
2016
Q2
$103K Buy
+3,121
New +$103K 0.11% 170