SkyOak Wealth’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
2020
Q3
Sell
-10,284
Closed -$394K 218
2020
Q2
$394K Sell
10,284
-3,102
-23% -$119K 0.15% 149
2020
Q1
$383K Buy
13,386
+1,029
+8% +$29.4K 0.2% 129
2019
Q4
$411K Buy
+12,357
New +$411K 0.13% 193