Regal Investment 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
2015
Q4
Sell
-300
Closed -$9K 898
2015
Q3
$9K Hold
300
﹤0.01% 724
2015
Q2
$10K Hold
300
﹤0.01% 659
2015
Q1
$11K Sell
300
-125
-29% -$4.58K ﹤0.01% 677
2014
Q4
$15K Buy
+425
New +$15K ﹤0.01% 590