MinichMacGregor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,785
| Closed | -$404K | – | 83 |
|
|
2021
Q1 | $404K | Buy |
7,785
+2,358
| +43% | +$122K | 0.15% | 58 |
|
|
2020
Q4 | $278K | Buy |
+5,427
| New | +$278K | 0.11% | 65 |
|
|
2018
Q4 | – | Sell |
-4,665
| Closed | -$133K | – | 280 |
|
|
2018
Q3 | $133K | Buy |
4,665
+4,446
| +2,030% | +$127K | 0.09% | 65 |
|
|
2018
Q2 | $5K | Buy |
+219
| New | +$5K | ﹤0.01% | 375 |
|