AllSquare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-365
| Closed | -$9K | – | 420 |
|
|
2017
Q4 | $9K | Hold |
365
| – | – | 0.01% | 290 |
|
|
2017
Q3 | $8K | Buy |
+365
| New | +$8K | 0.01% | 280 |
|
|
2017
Q2 | – | Sell |
-365
| Closed | -$6K | – | 340 |
|
|
2017
Q1 | $6K | Hold |
365
| – | – | 0.01% | 292 |
|
|
2016
Q4 | $6K | Hold |
365
| – | – | 0.01% | 271 |
|
|
2016
Q3 | $7K | Hold |
365
| – | – | 0.01% | 241 |
|
|
2016
Q2 | $8K | Hold |
365
| – | – | 0.01% | 217 |
|
|
2016
Q1 | $8K | Hold |
365
| – | – | 0.01% | 220 |
|
|
2015
Q4 | $11K | Hold |
365
| – | – | 0.01% | 208 |
|
|
2015
Q3 | $10K | Hold |
365
| – | – | 0.01% | 220 |
|
|
2015
Q2 | $14K | Buy |
+365
| New | +$14K | 0.01% | 208 |
|