Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-110
| Closed | -$6.8K | – | 464 |
|
|
2023
Q4 | $6.8K | Hold |
110
| – | – | ﹤0.01% | 315 |
|
|
2023
Q3 | $6.13K | Hold |
110
| – | – | ﹤0.01% | 326 |
|
|
2023
Q2 | $6.4K | Buy |
+110
| New | +$6.4K | ﹤0.01% | 327 |
|
|
2022
Q3 | – | Sell |
-110
| Closed | -$6K | – | 504 |
|
|
2022
Q2 | $6K | Hold |
110
| – | – | ﹤0.01% | 329 |
|
|
2022
Q1 | $7K | Hold |
110
| – | – | ﹤0.01% | 349 |
|
|
2021
Q4 | $7K | Hold |
110
| – | – | ﹤0.01% | 342 |
|
|
2021
Q3 | $7K | Hold |
110
| – | – | ﹤0.01% | 347 |
|
|
2021
Q2 | $7K | Hold |
110
| – | – | ﹤0.01% | 328 |
|
|
2021
Q1 | $6K | Hold |
110
| – | – | ﹤0.01% | 350 |
|
|
2020
Q4 | $6K | Hold |
110
| – | – | ﹤0.01% | 323 |
|
|
2020
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 357 |
|
|
2020
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 468 |
|
|
2020
Q1 | $3K | Hold |
110
| – | – | ﹤0.01% | 489 |
|
|
2019
Q4 | $5K | Hold |
110
| – | – | ﹤0.01% | 442 |
|
|
2019
Q3 | $5K | Hold |
110
| – | – | ﹤0.01% | 413 |
|
|
2019
Q2 | $5K | Hold |
110
| – | – | ﹤0.01% | 453 |
|
|
2019
Q1 | $5K | Hold |
110
| – | – | ﹤0.01% | 460 |
|
|
2018
Q4 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 529 |
|