Coppell Advisory Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-150
| Closed | -$6.84K | – | 2031 |
|
2024
Q3 | $6.84K | Hold |
150
| – | – | ﹤0.01% | 1185 |
|
2024
Q2 | $7.12K | Buy |
+150
| New | +$7.12K | ﹤0.01% | 1113 |
|
2023
Q4 | $5.79K | Buy |
150
+100
| +200% | +$3.86K | ﹤0.01% | 1075 |
|
2023
Q3 | $4.55K | Sell |
50
-100
| -67% | -$9.1K | ﹤0.01% | 728 |
|
2023
Q2 | $5.32K | Buy |
+150
| New | +$5.32K | ﹤0.01% | 840 |
|
2023
Q1 | – | Sell |
-150
| Closed | -$4.55K | – | 633 |
|
2022
Q4 | $4.55K | Buy |
+150
| New | +$4.55K | ﹤0.01% | 731 |
|