Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $159K | Buy |
3,314
+3
| +0.1% | +$144 | ﹤0.01% | 2684 |
|
|
2019
Q3 | $140K | Hold |
3,311
| – | – | ﹤0.01% | 2709 |
|
|
2019
Q2 | $148K | Sell |
3,311
-451
| -12% | -$20.2K | ﹤0.01% | 2687 |
|
|
2019
Q1 | $164K | Hold |
3,762
| – | – | ﹤0.01% | 2553 |
|
|
2018
Q4 | $138K | Sell |
3,762
-318
| -8% | -$11.7K | ﹤0.01% | 2523 |
|
|
2018
Q3 | $198K | Buy |
4,080
+2,430
| +147% | +$118K | ﹤0.01% | 2317 |
|
|
2018
Q2 | $71K | Hold |
1,650
| – | – | ﹤0.01% | 3014 |
|
|
2018
Q1 | $71K | Buy |
1,650
+1,250
| +313% | +$53.8K | ﹤0.01% | 3014 |
|
|
2017
Q4 | $17K | Hold |
400
| – | – | ﹤0.01% | 3897 |
|
|
2017
Q3 | $16K | Hold |
400
| – | – | ﹤0.01% | 3821 |
|
|
2017
Q2 | $16K | Hold |
400
| – | – | ﹤0.01% | 3752 |
|
|
2017
Q1 | $16K | Sell |
400
-200
| -33% | -$8K | ﹤0.01% | 3703 |
|
|
2016
Q4 | $24K | Sell |
600
-700
| -54% | -$28K | ﹤0.01% | 3378 |
|
|
2016
Q3 | $48K | Hold |
1,300
| – | – | ﹤0.01% | 2814 |
|
|
2016
Q2 | $43K | Hold |
1,300
| – | – | ﹤0.01% | 2805 |
|
|
2016
Q1 | $43K | Sell |
1,300
-500
| -28% | -$16.5K | ﹤0.01% | 2713 |
|
|
2015
Q4 | $59K | Sell |
1,800
-585
| -25% | -$19.2K | ﹤0.01% | 2446 |
|
|
2015
Q3 | $77K | Hold |
2,385
| – | – | ﹤0.01% | 2179 |
|
|
2015
Q2 | $87K | Hold |
2,385
| – | – | ﹤0.01% | 2202 |
|
|
2015
Q1 | $87K | Sell |
2,385
-1,300
| -35% | -$47.4K | ﹤0.01% | 2168 |
|
|
2014
Q4 | $128K | Buy |
3,685
+3,385
| +1,128% | +$118K | ﹤0.01% | 1731 |
|
|
2014
Q3 | $10K | Sell |
300
-1,519
| -84% | -$50.6K | ﹤0.01% | 3111 |
|
|
2014
Q2 | $64K | Buy |
1,819
+340
| +23% | +$12K | ﹤0.01% | 1893 |
|
|
2014
Q1 | $51K | Buy |
1,479
+168
| +13% | +$5.79K | ﹤0.01% | 1960 |
|
|
2013
Q4 | $44K | Buy |
1,311
+90
| +7% | +$3.02K | ﹤0.01% | 2005 |
|
|
2013
Q3 | $37K | Buy |
1,221
+575
| +89% | +$17.4K | ﹤0.01% | 2024 |
|
|
2013
Q2 | $18K | Buy |
+646
| New | +$18K | ﹤0.01% | 2415 |
|