Allworth Financial’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 | $30K | Buy |
875
+500
| +133% | +$17.1K | ﹤0.01% | 2249 |
|
|
2025
Q1 | $10.9K | Sell |
375
-427
| -53% | -$12.4K | ﹤0.01% | 2380 |
|
|
2024
Q4 | $26.1K | Sell |
802
-18
| -2% | -$586 | ﹤0.01% | 1928 |
|
|
2024
Q3 | $35.4K | Sell |
820
-496
| -38% | -$21.4K | ﹤0.01% | 1563 |
|
|
2024
Q2 | $54.5K | Sell |
1,316
-212
| -14% | -$8.78K | ﹤0.01% | 1346 |
|
|
2024
Q1 | $69.3K | Sell |
1,528
-52
| -3% | -$2.36K | ﹤0.01% | 1160 |
|
|
2023
Q4 | $84.3K | Buy |
1,580
+544
| +53% | +$29K | ﹤0.01% | 1010 |
|
|
2023
Q3 | $53.7K | Buy |
1,036
+12
| +1% | +$621 | ﹤0.01% | 1092 |
|
|
2023
Q2 | $73.1K | Buy |
1,024
+764
| +294% | +$54.6K | ﹤0.01% | 1003 |
|
|
2023
Q1 | $20.2K | Hold |
260
| – | – | ﹤0.01% | 1445 |
|
|
2022
Q4 | $19K | Hold |
260
| – | – | ﹤0.01% | 1387 |
|
|
2022
Q3 | $19K | Buy |
260
+67
| +35% | +$4.9K | ﹤0.01% | 1321 |
|
|
2022
Q2 | $14K | Buy |
+193
| New | +$14K | ﹤0.01% | 1416 |
|
|
2021
Q1 | – | Sell |
-39
| Closed | -$4K | – | 1614 |
|
|
2020
Q4 | $4K | Buy |
39
+5
| +15% | +$513 | ﹤0.01% | 1039 |
|
|
2020
Q3 | $2K | Sell |
34
-22
| -39% | -$1.29K | ﹤0.01% | 1025 |
|
|
2020
Q2 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 1039 |
|