Morgan Stanley’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
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|
2025
Q1 | $348K | Sell |
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|
2024
Q4 | $393K | Hold |
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|
2024
Q3 | $409K | Sell |
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|
2024
Q2 | $414K | Buy |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $814K | Buy |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $409K | Buy |
|
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|
2022
Q4 | $400K | Sell |
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|
2022
Q3 | $391K | Sell |
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|
2022
Q2 | $404K | Buy |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $415K | Sell |
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|
2021
Q3 | $482K | Buy |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $199K | Buy |
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|
2020
Q4 | $168K | Hold |
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|
2020
Q3 | $131K | Sell |
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|
2020
Q2 | $129K | Hold |
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|
2020
Q1 | $95K | Sell |
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|
2019
Q4 | $229K | Sell |
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|
2019
Q3 | $202K | Sell |
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|
2019
Q2 | $223K | Sell |
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|
2019
Q1 | $225K | Buy |
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|
2018
Q4 | $179K | Hold |
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|
2018
Q3 | $237K | Hold |
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|
2018
Q2 | $230K | Sell |
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|
2018
Q1 | $228K | Sell |
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|
2017
Q4 | $250K | Sell |
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|
2017
Q3 | $565K | Sell |
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|
2017
Q2 | $978K | Sell |
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|
2017
Q1 | $1.16M | Sell |
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|
2016
Q4 | $1.19M | Sell |
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|
2016
Q3 | $1.18M | Sell |
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|
2016
Q2 | $1.17M | Sell |
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|
2016
Q1 | $1.32M | Sell |
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|
2015
Q4 | $4.91M | Sell |
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|
2015
Q3 | $5.1M | Buy |
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|
2015
Q2 | $5.62M | Buy |
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|
2015
Q1 | $5.34M | Sell |
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|
2014
Q4 | $5.59M | Sell |
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|
2014
Q3 | $5.85M | Buy |
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|
2014
Q2 | $5.99M | Buy |
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|
2014
Q1 | $5.26M | Sell |
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|
2013
Q4 | $5.9M | Buy |
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|
2013
Q3 | $4.45M | Sell |
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|
2013
Q2 | $6.64M | Buy |
|