Commonwealth Equity Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $940K | Sell |
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|
2020
Q4 | $861K | Buy |
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|
2020
Q3 | $671K | Hold |
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|
2020
Q2 | $659K | Sell |
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|
2020
Q1 | $627K | Sell |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $989K | Hold |
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|
2019
Q2 | $1.04M | Hold |
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|
2019
Q1 | $1.02M | Sell |
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|
2018
Q4 | $858K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $204K | Buy |
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