Triton 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
Q3 | – | Sell |
-4,113
| Closed | -$212K | – | 116 |
|
2021
Q2 | $212K | Hold |
4,113
| – | – | 0.12% | 104 |
|
2021
Q1 | $219K | Hold |
4,113
| – | – | 0.15% | 93 |
|
2020
Q4 | $210K | Buy |
+4,113
| New | +$210K | 0.13% | 79 |
|
2020
Q3 | – | Sell |
-6,942
| Closed | -$277K | – | 85 |
|
2020
Q2 | $277K | Sell |
6,942
-30
| -0.4% | -$1.2K | 0.29% | 57 |
|
2020
Q1 | $233K | Buy |
+6,972
| New | +$233K | 0.38% | 52 |
|