J. Arnold Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50
| Closed | -$2.77K | – | 57 |
|
|
2023
Q1 | $2.77K | Hold |
50
| – | – | ﹤0.01% | 57 |
|
|
2022
Q4 | $2.71K | Buy |
+50
| New | +$2.71K | ﹤0.01% | 78 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$3K | – | 68 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 62 |
|
|
2021
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 100 |
|
|
2021
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 93 |
|