J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,749
| Closed | -$202K | – | 2040 |
|
|
2021
Q4 | $202K | Hold |
4,749
| – | – | ﹤0.01% | 1907 |
|
|
2021
Q3 | $228K | Buy |
4,749
+255
| +6% | +$12.2K | ﹤0.01% | 1803 |
|
|
2021
Q2 | $247K | Buy |
4,494
+330
| +8% | +$18.1K | ﹤0.01% | 1747 |
|
|
2021
Q1 | $216K | Sell |
4,164
-411
| -9% | -$21.3K | ﹤0.01% | 1653 |
|
|
2020
Q4 | $235K | Buy |
+4,575
| New | +$235K | ﹤0.01% | 1588 |
|
|
2020
Q1 | – | Sell |
-8,328
| Closed | -$277K | – | 1476 |
|
|
2019
Q4 | $277K | Buy |
8,328
+504
| +6% | +$16.8K | ﹤0.01% | 1272 |
|
|
2019
Q3 | $243K | Buy |
+7,824
| New | +$243K | ﹤0.01% | 1265 |
|