Kovack Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $330K | Sell |
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|
2020
Q4 | $300K | Buy |
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|
2020
Q3 | $227K | Hold |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $206K | Sell |
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|
2019
Q4 | $356K | Hold |
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|
2019
Q3 | $315K | Hold |
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|
2019
Q2 | $332K | Buy |
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|
2019
Q1 | $317K | Hold |
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|
2018
Q4 | $265K | Buy |
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|
2018
Q3 | $279K | Hold |
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|
2018
Q2 | $269K | Hold |
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|
2018
Q1 | $249K | Hold |
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|
2017
Q4 | $250K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $232K | Buy |
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