Osaic Holdings’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 | $54.1K | Hold |
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|
2025
Q1 | $54.7K | Hold |
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|
2024
Q4 | $54.1K | Hold |
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|
2024
Q3 | $56.2K | Hold |
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|
2024
Q2 | $51.2K | Buy |
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|
2024
Q1 | $49K | Hold |
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|
2023
Q4 | $45.8K | Sell |
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|
2023
Q3 | $80.3K | Buy |
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|
2023
Q2 | $43.1K | Hold |
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|
2023
Q1 | $41K | Sell |
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|
2022
Q4 | $40K | Sell |
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|
2022
Q3 | $155K | Buy |
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|
2022
Q2 | $38K | Sell |
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|
2022
Q1 | $50K | Hold |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $50K | Sell |
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|
2021
Q1 | $119K | Hold |
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|
2020
Q4 | $106K | Hold |
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|
2020
Q3 | $82K | Sell |
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|
2020
Q2 | $89K | Sell |
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|
2020
Q1 | $84K | Buy |
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