O'Shaughnessy Asset Management’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 | $29.6K | Hold |
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|
2025
Q1 | $29.2K | Hold |
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|
2024
Q4 | $28.8K | Hold |
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|
2024
Q3 | $30.2K | Hold |
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|
2024
Q2 | $27.3K | Hold |
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|
2024
Q1 | $27.6K | Hold |
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|
2023
Q4 | $25.8K | Hold |
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|
2023
Q3 | $23.2K | Hold |
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|
2023
Q2 | $24.3K | Hold |
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|
2023
Q1 | $23.1K | Hold |
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|
2022
Q4 | $22.6K | Hold |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $21K | Sell |
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|
2022
Q1 | $32K | Buy |
|