MSI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $3K | Hold |
87
| – | – | ﹤0.01% | 3388 |
|
|
2016
Q3 | $3K | Hold |
87
| – | – | ﹤0.01% | 3386 |
|
|
2016
Q2 | $3K | Hold |
87
| – | – | ﹤0.01% | 3398 |
|
|
2016
Q1 | $3K | Hold |
87
| – | – | ﹤0.01% | 3433 |
|
|
2015
Q4 | $3K | Buy |
+87
| New | +$3K | ﹤0.01% | 3344 |
|
|
2014
Q3 | – | Sell |
-2,890
| Closed | -$102K | – | 2756 |
|
|
2014
Q2 | $102K | Buy |
+2,890
| New | +$102K | 0.01% | 805 |
|
|
2014
Q1 | – | Sell |
-70
| Closed | -$2K | – | 2644 |
|
|
2013
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 2298 |
|