Saxon Interests’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,692
| Closed | -$228K | – | 211 |
|
|
2023
Q4 | $228K | Buy |
+3,692
| New | +$228K | 0.11% | 162 |
|
|
2023
Q3 | – | Sell |
-3,692
| Closed | -$215K | – | 202 |
|
|
2023
Q2 | $215K | Hold |
3,692
| – | – | 0.12% | 155 |
|
|
2023
Q1 | $205K | Hold |
3,692
| – | – | 0.12% | 160 |
|
|
2022
Q4 | $206K | Buy |
+3,692
| New | +$206K | 0.12% | 154 |
|
|
2022
Q3 | – | Sell |
-4,566
| Closed | -$234K | – | 161 |
|
|
2022
Q2 | $234K | Hold |
4,566
| – | – | 0.14% | 131 |
|
|
2022
Q1 | $279K | Buy |
4,566
+700
| +18% | +$42.8K | 0.15% | 117 |
|
|
2021
Q4 | $242K | Buy |
+3,866
| New | +$242K | 0.14% | 112 |
|