All Season Financial Advisors’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,602
| Closed | -$257K | – | 110 |
|
|
2023
Q2 | $257K | Sell |
3,602
-2,796
| -44% | -$200K | 0.23% | 89 |
|
|
2023
Q1 | $497K | Sell |
6,398
-2,783
| -30% | -$216K | 0.45% | 64 |
|
|
2022
Q4 | $670K | Buy |
9,181
+1,090
| +13% | +$79.5K | 0.59% | 39 |
|
|
2022
Q3 | $596K | Buy |
8,091
+3,513
| +77% | +$259K | 0.65% | 34 |
|
|
2022
Q2 | $327K | Buy |
4,578
+1,260
| +38% | +$90K | 0.28% | 91 |
|
|
2022
Q1 | $250K | Buy |
+3,318
| New | +$250K | 0.18% | 127 |
|
|
2021
Q3 | – | Sell |
-5,303
| Closed | -$474K | – | 151 |
|
|
2021
Q2 | $474K | Buy |
+5,303
| New | +$474K | 0.34% | 62 |
|