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Heritage Trust’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Heritage Trust’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-105
Closed -$5K – 409
2017
Q4 		$5K Buy
+105
New +$5K ﹤0.01% 329