AWM
Activest Wealth Management’s Invesco Solar ETF TAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.29K | Hold |
271
| – | – | ﹤0.01% | 442 |
|
|
2025
Q1 | $8.26K | Sell |
271
-94
| -26% | -$2.86K | ﹤0.01% | 435 |
|
|
2024
Q4 | $12.1K | Buy |
365
+1
| +0.3% | +$33 | ﹤0.01% | 302 |
|
|
2024
Q3 | $15.7K | Hold |
364
| – | – | ﹤0.01% | 273 |
|
|
2024
Q2 | $14.6K | Hold |
364
| – | – | ﹤0.01% | 266 |
|
|
2024
Q1 | $16.5K | Hold |
364
| – | – | 0.01% | 184 |
|
|
2023
Q4 | $19.4K | Hold |
364
| – | – | 0.01% | 150 |
|
|
2023
Q3 | $18.9K | Buy |
+364
| New | +$18.9K | 0.01% | 136 |
|
|
2023
Q2 | – | Sell |
-364
| Closed | -$27.6K | – | 408 |
|
|
2023
Q1 | $27.6K | Sell |
364
-379
| -51% | -$28.7K | 0.02% | 110 |
|
|
2022
Q4 | $56.7K | Sell |
743
-140
| -16% | -$10.7K | 0.02% | 179 |
|
|
2022
Q3 | $67K | Buy |
883
+519
| +143% | +$39.4K | 0.02% | 166 |
|
|
2022
Q2 | $26K | Sell |
364
-1,254
| -78% | -$89.6K | 0.02% | 133 |
|
|
2022
Q1 | $122K | Buy |
1,618
+250
| +18% | +$18.9K | 0.08% | 60 |
|
|
2021
Q4 | $105K | Buy |
1,368
+206
| +18% | +$15.8K | 0.06% | 72 |
|
|
2021
Q3 | $93K | Hold |
1,162
| – | – | 0.06% | 88 |
|
|
2021
Q2 | $104K | Buy |
1,162
+301
| +35% | +$26.9K | 0.08% | 69 |
|
|
2021
Q1 | $79K | Buy |
+861
| New | +$79K | 0.06% | 79 |
|