Oxford Financial Group’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 | $710K | Hold |
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|
2025
Q1 | $700K | Hold |
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|
2024
Q4 | $691K | Hold |
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|
2024
Q3 | $719K | Hold |
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|
2024
Q2 | $655K | Hold |
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|
2024
Q1 | $662K | Sell |
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|
2023
Q4 | $625K | Hold |
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|
2023
Q3 | $564K | Hold |
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|
2023
Q2 | $589K | Hold |
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|
2023
Q1 | $561K | Hold |
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|
2022
Q4 | $548K | Hold |
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|
2022
Q3 | $513K | Hold |
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|
2022
Q2 | $518K | Hold |
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|
2022
Q1 | $618K | Hold |
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|
2021
Q4 | $636K | Hold |
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|
2021
Q3 | $608K | Hold |
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|
2021
Q2 | $622K | Hold |
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|
2021
Q1 | $586K | Hold |
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|
2020
Q4 | $515K | Hold |
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|
2020
Q3 | $403K | Hold |
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|
2020
Q2 | $395K | Hold |
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|
2020
Q1 | $290K | Buy |
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