Appleton Group’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
Q1 | – | Sell |
-2,980
| Closed | -$217K | – | 47 |
|
|
2022
Q4 | $217K | Sell |
2,980
-361
| -11% | -$26.3K | 0.32% | 36 |
|
|
2022
Q3 | $246K | Sell |
3,341
-91
| -3% | -$6.7K | 0.7% | 21 |
|
|
2022
Q2 | $245K | Sell |
3,432
-456
| -12% | -$32.6K | 1.43% | 25 |
|
|
2022
Q1 | $293K | Buy |
+3,888
| New | +$293K | 0.41% | 33 |
|
|
2021
Q3 | – | Sell |
-3,175
| Closed | -$284K | – | 53 |
|
|
2021
Q2 | $284K | Buy |
+3,175
| New | +$284K | 0.22% | 47 |
|
|
2021
Q1 | – | Sell |
-2,801
| Closed | -$288K | – | 50 |
|
|
2020
Q4 | $288K | Sell |
2,801
-1,726
| -38% | -$177K | 0.28% | 22 |
|
|
2020
Q3 | $293K | Buy |
+4,527
| New | +$293K | 0.46% | 17 |
|