VSR Financial Services’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
Q1 | – | Sell |
-16,480
| Closed | -$577K | – | 604 |
|
|
2014
Q4 | $577K | Sell |
16,480
-1,473
| -8% | -$51.6K | 0.07% | 298 |
|
|
2014
Q3 | $606K | Sell |
17,953
-2,215
| -11% | -$74.8K | 0.07% | 290 |
|
|
2014
Q2 | $713K | Buy |
20,168
+1,219
| +6% | +$43.1K | 0.09% | 264 |
|
|
2014
Q1 | $651K | Sell |
18,949
-4,125
| -18% | -$142K | 0.09% | 278 |
|
|
2013
Q4 | $774K | Buy |
23,074
+5,386
| +30% | +$181K | 0.12% | 213 |
|
|
2013
Q3 | $543K | Buy |
+17,688
| New | +$543K | 0.09% | 257 |
|