Resurgent Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,559
| Closed | -$206K | – | 188 |
|
|
2024
Q1 | $206K | Sell |
4,559
-1,713
| -27% | -$77.5K | 0.11% | 179 |
|
|
2023
Q4 | $242K | Sell |
6,272
-49
| -0.8% | -$1.89K | 0.15% | 150 |
|
|
2023
Q3 | $205K | Buy |
6,321
+402
| +7% | +$13K | 0.14% | 147 |
|
|
2023
Q2 | $212K | Buy |
5,919
+4,056
| +218% | +$146K | 0.14% | 134 |
|
|
2023
Q1 | $63K | Buy |
1,863
+207
| +13% | +$7K | 0.04% | 295 |
|
|
2022
Q4 | $50.2K | Buy |
+1,656
| New | +$50.2K | 0.03% | 418 |
|