Bogart Wealth LLC’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Bogart Wealth LLC’s Portfolio IGPT Stock Details IGPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$567	Hold
2024 Q4	$633	Hold
2024 Q3	$637	Hold
2024 Q2	$665	Buy
2021 Q2	–	Sell
2021 Q1	$1K	Hold
2020 Q4	$0	Hold
2020 Q3	$0	Hold
2020 Q2	$1K	Sell
2020 Q1	$4K	Sell
2019 Q4	$6K	Buy