Detwiler Fenton Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-18,040
| Closed | -$659K | – | 89 |
|
|
2015
Q1 | $659K | Sell |
18,040
-1,401
| -7% | -$51.2K | 0.69% | 28 |
|
|
2014
Q4 | $680K | Buy |
19,441
+2,514
| +15% | +$87.9K | 0.77% | 27 |
|
|
2014
Q3 | $572K | Buy |
16,927
+181
| +1% | +$6.12K | 0.55% | 34 |
|
|
2014
Q2 | $592K | Buy |
16,746
+1,374
| +9% | +$48.6K | 0.48% | 44 |
|
|
2014
Q1 | $529K | Buy |
15,372
+5,099
| +50% | +$175K | 0.46% | 46 |
|
|
2013
Q4 | $344K | Buy |
+10,273
| New | +$344K | 0.31% | 75 |
|