Provenance Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9K | Hold |
55
| – | – | ﹤0.01% | 354 |
|
|
2025
Q1 | $3.85K | Hold |
55
| – | – | ﹤0.01% | 364 |
|
|
2024
Q4 | $3.8K | Hold |
55
| – | – | ﹤0.01% | 385 |
|
|
2024
Q3 | $3.95K | Hold |
55
| – | – | ﹤0.01% | 413 |
|
|
2024
Q2 | $3.6K | Hold |
55
| – | – | ﹤0.01% | 340 |
|
|
2024
Q1 | $3.64K | Hold |
55
| – | – | ﹤0.01% | 368 |
|
|
2023
Q4 | $3.4K | Hold |
55
| – | – | ﹤0.01% | 394 |
|
|
2023
Q3 | $3.07K | Buy |
+55
| New | +$3.07K | ﹤0.01% | 291 |
|