Citigroup’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 | – | Sell |
-27
| Closed | -$1K | – | 5208 |
|
|
2019
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 5047 |
|
|
2016
Q3 | – | Sell |
-485
| Closed | -$16K | – | 5014 |
|
|
2016
Q2 | $16K | Sell |
485
-220
| -31% | -$7.26K | ﹤0.01% | 4298 |
|
|
2016
Q1 | $23K | Sell |
705
-906
| -56% | -$29.6K | ﹤0.01% | 4551 |
|
|
2015
Q4 | $53K | Sell |
1,611
-611
| -27% | -$20.1K | ﹤0.01% | 4048 |
|
|
2015
Q3 | $72K | Buy |
2,222
+357
| +19% | +$11.6K | ﹤0.01% | 3354 |
|
|
2015
Q2 | $68K | Buy |
1,865
+585
| +46% | +$21.3K | ﹤0.01% | 3526 |
|
|
2015
Q1 | $47K | Sell |
1,280
-2,570
| -67% | -$94.4K | ﹤0.01% | 3910 |
|
|
2014
Q4 | $135K | Buy |
3,850
+1,220
| +46% | +$42.8K | ﹤0.01% | 3449 |
|
|
2014
Q3 | $89K | Sell |
2,630
-1,849
| -41% | -$62.6K | ﹤0.01% | 3248 |
|
|
2014
Q2 | $158K | Buy |
4,479
+29
| +0.7% | +$1.02K | ﹤0.01% | 2764 |
|
|
2014
Q1 | $153K | Buy |
4,450
+3,520
| +378% | +$121K | ﹤0.01% | 3122 |
|
|
2013
Q4 | $31K | Buy |
+930
| New | +$31K | ﹤0.01% | 4391 |
|