Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $66K | Hold |
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2025
Q2 | $60K | Hold |
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|
2025
Q1 | $49K | Hold |
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|
2024
Q4 | $55K | Sell |
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|
2024
Q3 | $55K | Sell |
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|
2024
Q2 | $59K | Buy |
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|
2024
Q1 | $54K | Sell |
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|
2023
Q4 | $171K | Sell |
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|
2023
Q3 | $180K | Hold |
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|
2023
Q2 | $199K | Hold |
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|
2023
Q1 | $188K | Hold |
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|
2022
Q4 | $168K | Hold |
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|
2022
Q3 | $164K | Sell |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $682K | Sell |
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|
2021
Q4 | $955K | Buy |
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|
2021
Q2 | $1.27M | Hold |
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|
2021
Q1 | $1.27M | Hold |
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|
2020
Q4 | $1.27M | Hold |
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|
2020
Q3 | $1.27M | Hold |
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|
2020
Q2 | $1.27M | Hold |
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|
2020
Q1 | $1.27M | Hold |
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|
2019
Q4 | $1.27M | Hold |
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|
2019
Q3 | $1.27M | Hold |
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|
2019
Q2 | $1.27M | Hold |
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|
2019
Q1 | $1.27M | Buy |
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