Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-329	Closed	-$13.3K	–	443
2025 Q1	$13.3K	Buy	329 +150	+84%	+$6.07K	﹤0.01%	499
2024 Q4	$8.08K	Hold	179	–	–	﹤0.01%	572
2024 Q3	$8.13K	Buy	+179	New	+$8.13K	﹤0.01%	593