Creative Planning’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
Q3 | – | Sell |
-500
| Closed | -$20K | – | 3665 |
|
|
2017
Q2 | $20K | Hold |
500
| – | – | ﹤0.01% | 3157 |
|
|
2017
Q1 | $20K | Hold |
500
| – | – | ﹤0.01% | 3108 |
|
|
2016
Q4 | $19K | Hold |
500
| – | – | ﹤0.01% | 3084 |
|
|
2016
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 3098 |
|
|
2016
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 2889 |
|
|
2016
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 2909 |
|
|
2015
Q4 | $16K | Hold |
500
| – | – | ﹤0.01% | 2965 |
|
|
2015
Q3 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 2889 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$18K | – | 2945 |
|
|
2015
Q1 | $18K | Hold |
500
| – | – | ﹤0.01% | 2781 |
|
|
2014
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 2747 |
|
|
2014
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 2609 |
|
|
2014
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 2522 |
|
|
2014
Q1 | $17K | Hold |
500
| – | – | ﹤0.01% | 2460 |
|
|
2013
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 2293 |
|
|
2013
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 2258 |
|
|
2013
Q2 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 2123 |
|