Atria Wealth Solutions’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,301
| Closed | -$229K | – | 2061 |
|
|
2024
Q3 | $229K | Sell |
5,301
-784
| -13% | -$33.8K | ﹤0.01% | 1676 |
|
|
2024
Q2 | $245K | Sell |
6,085
-1,105
| -15% | -$44.4K | ﹤0.01% | 1611 |
|
|
2024
Q1 | $326K | Sell |
7,190
-535
| -7% | -$24.3K | ﹤0.01% | 1495 |
|
|
2023
Q4 | $412K | Sell |
7,725
-1,532
| -17% | -$81.7K | 0.01% | 1303 |
|
|
2023
Q3 | $479K | Sell |
9,257
-1,660
| -15% | -$86K | 0.01% | 1142 |
|
|
2023
Q2 | $780K | Sell |
10,917
-3,877
| -26% | -$277K | 0.01% | 956 |
|
|
2023
Q1 | $1.15M | Sell |
14,794
-958
| -6% | -$74.4K | 0.02% | 738 |
|
|
2022
Q4 | $1.15M | Sell |
15,752
-4,196
| -21% | -$306K | 0.02% | 689 |
|
|
2022
Q3 | $1.47M | Buy |
19,948
+325
| +2% | +$23.9K | 0.03% | 591 |
|
|
2022
Q2 | $1.4M | Buy |
19,623
+5,464
| +39% | +$390K | 0.03% | 547 |
|
|
2022
Q1 | $1.07M | Buy |
+14,159
| New | +$1.07M | 0.02% | 702 |
|