Ameritas Advisory Services’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 | $43.9K | Buy |
+1,281
| New | +$43.9K | ﹤0.01% | 1369 |
|
|
2024
Q4 | – | Sell |
-5,324
| Closed | -$230K | – | 925 |
|
|
2024
Q3 | $230K | Buy |
+5,324
| New | +$230K | 0.01% | 761 |
|
|
2024
Q2 | – | Sell |
-6,375
| Closed | -$268K | – | 923 |
|
|
2024
Q1 | $268K | Sell |
6,375
-718
| -10% | -$30.2K | 0.01% | 736 |
|
|
2023
Q4 | $342K | Sell |
7,093
-9,232
| -57% | -$445K | 0.02% | 518 |
|
|
2023
Q3 | $791K | Buy |
16,325
+1,185
| +8% | +$57.4K | 0.04% | 392 |
|
|
2023
Q2 | $1.03M | Sell |
15,140
-1,236
| -8% | -$84.1K | 0.13% | 173 |
|
|
2023
Q1 | $1.27M | Sell |
16,376
-247
| -1% | -$19.2K | 0.06% | 275 |
|
|
2022
Q4 | $1.21M | Buy |
16,623
+4,371
| +36% | +$319K | 0.06% | 303 |
|
|
2022
Q3 | $902K | Buy |
12,252
+1,575
| +15% | +$116K | 0.05% | 298 |
|
|
2022
Q2 | $762K | Buy |
10,677
+694
| +7% | +$49.5K | 0.04% | 348 |
|
|
2022
Q1 | $753K | Buy |
9,983
+1,073
| +12% | +$80.9K | 0.03% | 403 |
|
|
2021
Q4 | $686K | Buy |
+8,910
| New | +$686K | 0.03% | 416 |
|