Fidelity Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.6K | Hold |
558
| – | – | ﹤0.01% | 3998 |
|
|
2025
Q1 | $39.1K | Hold |
558
| – | – | ﹤0.01% | 3963 |
|
|
2024
Q4 | $38.6K | Sell |
558
-250
| -31% | -$17.3K | ﹤0.01% | 3959 |
|
|
2024
Q3 | $58.1K | Sell |
808
-268
| -25% | -$19.3K | ﹤0.01% | 3720 |
|
|
2024
Q2 | $70.5K | Sell |
1,076
-12
| -1% | -$786 | ﹤0.01% | 3447 |
|
|
2024
Q1 | $72K | Sell |
1,088
-22
| -2% | -$1.46K | ﹤0.01% | 3416 |
|
|
2023
Q4 | $68.6K | Buy |
1,110
+500
| +82% | +$30.9K | ﹤0.01% | 3375 |
|
|
2023
Q3 | $34K | Sell |
610
-4
| -0.7% | -$223 | ﹤0.01% | 3542 |
|
|
2023
Q2 | $35.7K | Sell |
614
-23
| -4% | -$1.34K | ﹤0.01% | 3603 |
|
|
2023
Q1 | $35.3K | Hold |
637
| – | – | ﹤0.01% | 3602 |
|
|
2022
Q4 | $34.5K | Sell |
637
-14
| -2% | -$759 | ﹤0.01% | 3570 |
|
|
2022
Q3 | $33K | Hold |
651
| – | – | ﹤0.01% | 3644 |
|
|
2022
Q2 | $33K | Hold |
651
| – | – | ﹤0.01% | 3717 |
|
|
2022
Q1 | $40K | Hold |
651
| – | – | ﹤0.01% | 3759 |
|
|
2021
Q4 | $41K | Hold |
651
| – | – | ﹤0.01% | 3286 |
|
|
2021
Q3 | $39K | Buy |
651
+329
| +102% | +$19.7K | ﹤0.01% | 3276 |
|
|
2021
Q2 | $20K | Buy |
322
+262
| +437% | +$16.3K | ﹤0.01% | 3387 |
|
|
2021
Q1 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 3675 |
|