Janney Montgomery Scott’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,591
| Closed | -$215K | – | 1429 |
|
|
2015
Q4 | $215K | Hold |
6,591
| – | – | 0.01% | 1195 |
|
|
2015
Q3 | $212K | Buy |
6,591
+150
| +2% | +$4.83K | 0.01% | 1221 |
|
|
2015
Q2 | $236K | Buy |
6,441
+700
| +12% | +$25.7K | ﹤0.01% | 1669 |
|
|
2015
Q1 | $210K | Sell |
5,741
-2,125
| -27% | -$77.7K | ﹤0.01% | 2050 |
|
|
2014
Q4 | $275K | Buy |
7,866
+27
| +0.3% | +$945 | 0.01% | 1752 |
|
|
2014
Q3 | $265K | Sell |
7,839
-264
| -3% | -$8.91K | 0.01% | 1760 |
|
|
2014
Q2 | $286K | Sell |
8,103
-269
| -3% | -$9.51K | 0.01% | 1654 |
|
|
2014
Q1 | $288K | Buy |
8,372
+175
| +2% | +$6.02K | 0.01% | 1483 |
|
|
2013
Q4 | $275K | Buy |
+8,197
| New | +$275K | 0.01% | 1495 |
|