Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-71
| Closed | -$3K | – | 1652 |
|
|
2018
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 1489 |
|
|
2017
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 1424 |
|
|
2017
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 1382 |
|
|
2017
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 1323 |
|
|
2017
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 1240 |
|
|
2016
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 1133 |
|
|
2016
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 1023 |
|
|
2016
Q2 | $2K | Hold |
71
| – | – | ﹤0.01% | 1027 |
|
|
2016
Q1 | $2K | Hold |
71
| – | – | ﹤0.01% | 1041 |
|
|
2015
Q4 | $2K | Hold |
71
| – | – | ﹤0.01% | 1085 |
|
|
2015
Q3 | $2K | Hold |
71
| – | – | ﹤0.01% | 1081 |
|
|
2015
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 1086 |
|
|
2015
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 1049 |
|
|
2014
Q4 | $2K | Hold |
71
| – | – | ﹤0.01% | 972 |
|
|
2014
Q3 | $2K | Hold |
71
| – | – | ﹤0.01% | 939 |
|
|
2014
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 868 |
|
|
2014
Q1 | $2K | Hold |
71
| – | – | ﹤0.01% | 859 |
|
|
2013
Q4 | $2K | Hold |
71
| – | – | ﹤0.01% | 890 |
|
|
2013
Q3 | $2K | Hold |
71
| – | – | ﹤0.01% | 792 |
|
|
2013
Q2 | $2K | Buy |
+71
| New | +$2K | ﹤0.01% | 748 |
|