Wealthspire Advisors (Maryland)’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 | $421K | Buy |
10,209
+2,346
| +30% | +$96.7K | 0.01% | 302 |
|
|
2020
Q2 | $301K | Hold |
7,863
| – | – | 0.02% | 338 |
|
|
2020
Q1 | $225K | Buy |
7,863
+60
| +0.8% | +$1.72K | 0.02% | 361 |
|
|
2019
Q4 | $260K | Buy |
7,803
+3
| +0% | +$100 | 0.02% | 411 |
|
|
2019
Q3 | $242K | Hold |
7,800
| – | – | 0.02% | 393 |
|
|
2019
Q2 | $249K | Sell |
7,800
-1,884
| -19% | -$60.1K | 0.02% | 389 |
|
|
2019
Q1 | $295K | Buy |
9,684
+7,398
| +324% | +$225K | 0.02% | 361 |
|
|
2018
Q4 | $56K | Hold |
2,286
| – | – | 0.01% | 807 |
|
|
2018
Q3 | $66K | Hold |
2,286
| – | – | 0.01% | 863 |
|
|
2018
Q2 | $58K | Hold |
2,286
| – | – | 0.01% | 917 |
|
|
2018
Q1 | $53K | Hold |
2,286
| – | – | 0.01% | 955 |
|
|
2017
Q4 | $48K | Buy |
+2,286
| New | +$48K | ﹤0.01% | 1026 |
|