Quad-Cities Investment 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
Q1 | – | Sell |
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|
2024
Q4 | $205K | Buy |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $212K | Hold |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Buy |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $205K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $166K | Sell |
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|
2019
Q2 | $176K | Sell |
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|
2019
Q1 | $186K | Buy |
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|
2018
Q4 | $154K | Buy |
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|
2018
Q3 | $191K | Hold |
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|
2018
Q2 | $182K | Buy |
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