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Montag & Associates’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Montag & Associates’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-30
Closed -$2K – 891
2021
Q4 		$2K Hold
30
– – ﹤0.01% 812
2021
Q3 		$2K Hold
30
– – ﹤0.01% 811
2021
Q2 		$2K Hold
30
– – ﹤0.01% 804
2021
Q1 		$2K Buy
+30
New +$2K ﹤0.01% 803