Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,800
| Closed | -$53K | – | 405 |
|
|
2022
Q3 | $53K | Hold |
1,800
| – | – | 0.02% | 292 |
|
|
2022
Q2 | $55K | Sell |
1,800
-870
| -33% | -$26.6K | 0.02% | 305 |
|
|
2022
Q1 | $99K | Hold |
2,670
| – | – | 0.04% | 212 |
|
|
2021
Q4 | $114K | Buy |
2,670
+600
| +29% | +$25.6K | 0.05% | 181 |
|
|
2021
Q3 | $99K | Buy |
2,070
+270
| +15% | +$12.9K | 0.05% | 189 |
|
|
2021
Q2 | $99K | Buy |
+1,800
| New | +$99K | 0.08% | 123 |
|