UBS’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $177K | Buy |
5,233
+1,972
| +60% | +$66.7K | ﹤0.01% | 3810 |
|
2014
Q2 | $115K | Sell |
3,261
-6,127
| -65% | -$216K | ﹤0.01% | 4073 |
|
2014
Q1 | $322K | Buy |
9,388
+2,175
| +30% | +$74.6K | ﹤0.01% | 3449 |
|
2013
Q4 | $242K | Buy |
7,213
+5,001
| +226% | +$168K | ﹤0.01% | 3527 |
|
2013
Q3 | $68K | Buy |
2,212
+1,453
| +191% | +$44.7K | ﹤0.01% | 4192 |
|
2013
Q2 | $21K | Buy |
+759
| New | +$21K | ﹤0.01% | 4858 |
|