Ranch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,194
| Closed | -$72K | – | 621 |
|
|
2021
Q3 | $72K | Buy |
+1,194
| New | +$72K | 0.05% | 231 |
|
|
2021
Q2 | – | Sell |
-1,194
| Closed | -$69K | – | 257 |
|
|
2021
Q1 | $69K | Hold |
1,194
| – | – | 0.05% | 255 |
|
|
2020
Q4 | $60K | Hold |
1,194
| – | – | 0.04% | 266 |
|
|
2020
Q3 | $47K | Hold |
1,194
| – | – | 0.04% | 295 |
|
|
2020
Q2 | $49K | Hold |
1,194
| – | – | 0.04% | 309 |
|
|
2020
Q1 | $34K | Hold |
1,194
| – | – | 0.03% | 346 |
|
|
2019
Q4 | $57K | Buy |
+1,194
| New | +$57K | 0.05% | 302 |
|