Avantax 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,447
| Closed | -$340K | – | 2199 |
|
|
2024
Q2 | $340K | Sell |
8,447
-1,720
| -17% | -$69.2K | ﹤0.01% | 1609 |
|
|
2024
Q1 | $461K | Sell |
10,167
-694
| -6% | -$31.5K | ﹤0.01% | 1083 |
|
|
2023
Q4 | $579K | Buy |
10,861
+2,309
| +27% | +$123K | 0.01% | 925 |
|
|
2023
Q3 | $443K | Buy |
8,552
+2,120
| +33% | +$110K | 0.01% | 993 |
|
|
2023
Q2 | $459K | Buy |
6,432
+39
| +0.6% | +$2.79K | 0.01% | 973 |
|
|
2023
Q1 | $496K | Sell |
6,393
-412
| -6% | -$32K | 0.01% | 917 |
|
|
2022
Q4 | $496K | Sell |
6,805
-1,028
| -13% | -$75K | 0.01% | 869 |
|
|
2022
Q3 | $577K | Buy |
7,833
+1,587
| +25% | +$117K | 0.01% | 724 |
|
|
2022
Q2 | $446K | Sell |
6,246
-17,502
| -74% | -$1.25M | 0.01% | 833 |
|
|
2022
Q1 | $1.79M | Buy |
23,748
+16,882
| +246% | +$1.27M | 0.02% | 401 |
|
|
2021
Q4 | $529K | Sell |
6,866
-573
| -8% | -$44.1K | 0.01% | 744 |
|
|
2021
Q3 | $594K | Sell |
7,439
-57
| -0.8% | -$4.55K | 0.01% | 657 |
|
|
2021
Q2 | $673K | Sell |
7,496
-3,871
| -34% | -$348K | 0.01% | 588 |
|
|
2021
Q1 | $1.04M | Sell |
11,367
-1,144
| -9% | -$105K | 0.02% | 421 |
|
|
2020
Q4 | $1.29M | Sell |
12,511
-5,561
| -31% | -$571K | 0.03% | 351 |
|
|
2020
Q3 | $1.17M | Buy |
18,072
+9,299
| +106% | +$603K | 0.02% | 497 |
|
|
2020
Q2 | $316K | Hold |
8,773
| – | – | 0.01% | 614 |
|
|
2020
Q1 | $220K | Buy |
8,773
+87
| +1% | +$2.18K | 0.01% | 690 |
|
|
2019
Q4 | $267K | Buy |
8,686
+130
| +2% | +$4K | 0.01% | 665 |
|
|
2019
Q3 | $252K | Buy |
+8,556
| New | +$252K | 0.01% | 478 |
|