AE Wealth Management’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8K | Buy |
723
+54
| +8% | +$1.85K | ﹤0.01% | 1723 |
|
|
2025
Q1 | $20.4K | Sell |
669
-136
| -17% | -$4.14K | ﹤0.01% | 1737 |
|
|
2024
Q4 | $26.7K | Buy |
+805
| New | +$26.7K | ﹤0.01% | 1669 |
|
|
2024
Q1 | – | Sell |
-5,774
| Closed | -$249K | – | 1889 |
|
|
2023
Q4 | $249K | Buy |
5,774
+1,895
| +49% | +$81.8K | ﹤0.01% | 1793 |
|
|
2023
Q3 | $201K | Sell |
3,879
-277
| -7% | -$14.3K | ﹤0.01% | 1780 |
|
|
2023
Q2 | $297K | Sell |
4,156
-5,667
| -58% | -$405K | ﹤0.01% | 1619 |
|
|
2023
Q1 | $763K | Sell |
9,823
-49,428
| -83% | -$3.84M | ﹤0.01% | 1154 |
|
|
2022
Q4 | $4.32M | Buy |
59,251
+23,973
| +68% | +$1.75M | 0.03% | 511 |
|
|
2022
Q3 | $2.6M | Buy |
35,278
+25,954
| +278% | +$1.91M | 0.02% | 618 |
|
|
2022
Q2 | $666K | Buy |
9,324
+569
| +6% | +$40.6K | 0.01% | 1052 |
|
|
2022
Q1 | $661K | Buy |
8,755
+1,391
| +19% | +$105K | ﹤0.01% | 1088 |
|
|
2021
Q4 | $567K | Sell |
7,364
-28,722
| -80% | -$2.21M | ﹤0.01% | 1208 |
|
|
2021
Q3 | $2.89M | Sell |
36,086
-16,992
| -32% | -$1.36M | 0.02% | 523 |
|
|
2021
Q2 | $4.74M | Buy |
53,078
+42,670
| +410% | +$3.81M | 0.04% | 383 |
|
|
2021
Q1 | $955K | Buy |
10,408
+6,451
| +163% | +$592K | 0.01% | 784 |
|
|
2020
Q4 | $407K | Sell |
3,957
-9,103
| -70% | -$936K | ﹤0.01% | 1032 |
|
|
2020
Q3 | $846K | Buy |
+13,060
| New | +$846K | 0.01% | 682 |
|