Envestnet Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-213
| Closed | -$8K | – | 2886 |
|
|
2014
Q2 | $8K | Sell |
213
-66
| -24% | -$2.48K | ﹤0.01% | 2143 |
|
|
2014
Q1 | $10K | Buy |
279
+69
| +33% | +$2.47K | ﹤0.01% | 1894 |
|
|
2013
Q4 | $7K | Buy |
210
+47
| +29% | +$1.57K | ﹤0.01% | 1893 |
|
|
2013
Q3 | $5K | Buy |
163
+43
| +36% | +$1.32K | ﹤0.01% | 1940 |
|
|
2013
Q2 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 2037 |
|