Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,338
| Closed | -$53K | – | 640 |
|
|
2016
Q1 | $53K | Sell |
2,338
-2,502
| -52% | -$56.7K | 0.02% | 191 |
|
|
2015
Q4 | $148K | Buy |
4,840
+1,882
| +64% | +$57.5K | 0.05% | 115 |
|
|
2015
Q3 | $79K | Hold |
2,958
| – | – | 0.03% | 155 |
|
|
2015
Q2 | $116K | Hold |
2,958
| – | – | 0.04% | 133 |
|
|
2015
Q1 | $131K | Buy |
+2,958
| New | +$131K | 0.05% | 127 |
|
|
2014
Q4 | – | Sell |
-4,145
| Closed | -$168K | – | 550 |
|
|
2014
Q3 | $168K | Buy |
4,145
+1,000
| +32% | +$40.5K | 0.06% | 110 |
|
|
2014
Q2 | $140K | Hold |
3,145
| – | – | 0.05% | 132 |
|
|
2014
Q1 | $139K | Buy |
+3,145
| New | +$139K | 0.05% | 135 |
|