MCF Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-204
| Closed | -$9K | – | 517 |
|
|
2017
Q4 | $9K | Hold |
204
| – | – | ﹤0.01% | 344 |
|
|
2017
Q3 | $8K | Hold |
204
| – | – | ﹤0.01% | 357 |
|
|
2017
Q2 | $8K | Hold |
204
| – | – | ﹤0.01% | 379 |
|
|
2017
Q1 | $8K | Hold |
204
| – | – | ﹤0.01% | 367 |
|
|
2016
Q4 | $8K | Hold |
204
| – | – | ﹤0.01% | 339 |
|
|
2016
Q3 | $7K | Hold |
204
| – | – | ﹤0.01% | 356 |
|
|
2016
Q2 | $7K | Hold |
204
| – | – | ﹤0.01% | 382 |
|
|
2016
Q1 | $7K | Hold |
204
| – | – | ﹤0.01% | 360 |
|
|
2015
Q4 | $7K | Hold |
204
| – | – | ﹤0.01% | 372 |
|
|
2015
Q3 | $7K | Hold |
204
| – | – | ﹤0.01% | 358 |
|
|
2015
Q2 | $7K | Hold |
204
| – | – | ﹤0.01% | 365 |
|
|
2015
Q1 | $7K | Hold |
204
| – | – | ﹤0.01% | 356 |
|
|
2014
Q4 | $7K | Hold |
204
| – | – | ﹤0.01% | 344 |
|
|
2014
Q3 | $7K | Hold |
204
| – | – | ﹤0.01% | 353 |
|
|
2014
Q2 | $7K | Hold |
204
| – | – | ﹤0.01% | 342 |
|
|
2014
Q1 | $7K | Hold |
204
| – | – | ﹤0.01% | 340 |
|
|
2013
Q4 | $7K | Buy |
+204
| New | +$7K | ﹤0.01% | 315 |
|