Saxon Interests’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
2024
Q1
Sell
2023
Q4
$228K Buy
2023
Q3
Sell
2023
Q2
$215K Hold
2023
Q1
$205K Hold
2022
Q4
$206K Buy
2022
Q3
Sell
2022
Q2
$234K Hold
2022
Q1
$279K Buy
2021
Q4
$242K Buy