BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,464
| Closed | -$70K | – | 1115 |
|
|
2021
Q3 | $70K | Hold |
1,464
| – | – | 0.01% | 395 |
|
|
2021
Q2 | $80K | Hold |
1,464
| – | – | 0.01% | 397 |
|
|
2021
Q1 | $76K | Hold |
1,464
| – | – | 0.01% | 392 |
|
|
2020
Q4 | $75K | Sell |
1,464
-285
| -16% | -$14.6K | 0.01% | 318 |
|
|
2020
Q3 | $72K | Sell |
1,749
-180
| -9% | -$7.41K | 0.01% | 298 |
|
|
2020
Q2 | $74K | Hold |
1,929
| – | – | 0.01% | 293 |
|
|
2020
Q1 | $55K | Buy |
+1,929
| New | +$55K | 0.01% | 325 |
|