NewEdge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,859
| Closed | -$237K | – | 3990 |
|
|
2023
Q4 | $237K | Sell |
3,859
-2,903
| -43% | -$178K | ﹤0.01% | 1647 |
|
|
2023
Q3 | $377K | Buy |
6,762
+260
| +4% | +$14.5K | ﹤0.01% | 1312 |
|
|
2023
Q2 | $378K | Sell |
6,502
-287
| -4% | -$16.7K | ﹤0.01% | 1336 |
|
|
2023
Q1 | $376K | Buy |
6,789
+4,527
| +200% | +$251K | ﹤0.01% | 1248 |
|
|
2022
Q4 | $123K | Buy |
+2,262
| New | +$123K | ﹤0.01% | 1362 |
|