Accel Wealth Management’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-960
| Closed | -$32.5K | – | 499 |
|
|
2023
Q1 | $32.5K | Hold |
960
| – | – | 0.01% | 583 |
|
|
2022
Q4 | $29.1K | Hold |
960
| – | – | 0.01% | 467 |
|
|
2022
Q3 | $30K | Hold |
960
| – | – | 0.02% | 462 |
|
|
2022
Q2 | $30K | Hold |
960
| – | – | 0.02% | 449 |
|
|
2022
Q1 | $36K | Hold |
960
| – | – | 0.02% | 432 |
|
|
2021
Q4 | $41K | Hold |
960
| – | – | 0.02% | 412 |
|
|
2021
Q3 | $46K | Hold |
960
| – | – | 0.03% | 337 |
|
|
2021
Q2 | $53K | Hold |
960
| – | – | 0.04% | 329 |
|
|
2021
Q1 | $50K | Hold |
960
| – | – | 0.04% | 317 |
|
|
2020
Q4 | $49K | Buy |
+960
| New | +$49K | 0.05% | 299 |
|