B. Riley Wealth Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $294K | Hold |
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|
2021
Q2 | $337K | Sell |
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|
2021
Q1 | $761K | Buy |
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|
2020
Q4 | $601K | Sell |
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|
2020
Q3 | $489K | Sell |
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|
2020
Q2 | $476K | Sell |
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|
2020
Q1 | $429K | Sell |
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|
2019
Q4 | $594K | Sell |
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|
2019
Q3 | $581K | Sell |
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|
2019
Q2 | $624K | Sell |
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|
2019
Q1 | $656K | Buy |
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|
2018
Q4 | $525K | Sell |
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|
2018
Q3 | $664K | Sell |
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|
2018
Q2 | $591K | Sell |
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|
2018
Q1 | $563K | Buy |
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|
2017
Q4 | $483K | Buy |
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|
2017
Q3 | $419K | Buy |
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|
2017
Q2 | $314K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $34 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $31.2K | Buy |
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