Smith, Moore & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,895
| Closed | -$203K | – | 530 |
|
|
2025
Q1 | $203K | Sell |
2,895
-300
| -9% | -$21K | 0.02% | 463 |
|
|
2024
Q4 | $221K | Buy |
3,195
+400
| +14% | +$27.6K | 0.02% | 440 |
|
|
2024
Q3 | $201K | Sell |
2,795
-300
| -10% | -$21.6K | 0.02% | 450 |
|
|
2024
Q2 | $203K | Hold |
3,095
| – | – | 0.02% | 427 |
|
|
2024
Q1 | $205K | Buy |
+3,095
| New | +$205K | 0.02% | 413 |
|
|
2022
Q1 | – | Sell |
-3,295
| Closed | -$207K | – | 437 |
|
|
2021
Q4 | $207K | Buy |
+3,295
| New | +$207K | 0.03% | 382 |
|