Avior Wealth Management’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
Q1 | – | Sell |
-1,011
| Closed | -$33.5K | – | 2151 |
|
2024
Q4 | $33.5K | Buy |
1,011
+5
| +0.5% | +$166 | ﹤0.01% | 1278 |
|
2024
Q3 | $43.4K | Hold |
1,006
| – | – | ﹤0.01% | 1172 |
|
2024
Q2 | $40.5K | Sell |
1,006
-70
| -7% | -$2.82K | ﹤0.01% | 1177 |
|
2024
Q1 | $48.9K | Buy |
1,076
+946
| +728% | +$43K | ﹤0.01% | 1246 |
|
2023
Q4 | $6.94K | Hold |
130
| – | – | ﹤0.01% | 1060 |
|
2023
Q3 | $6.73K | Hold |
130
| – | – | ﹤0.01% | 1111 |
|
2023
Q2 | $9.28K | Buy |
130
+70
| +117% | +$5K | ﹤0.01% | 1041 |
|
2023
Q1 | $4.66K | Sell |
60
-45
| -43% | -$3.49K | ﹤0.01% | 1218 |
|
2022
Q4 | $7.66K | Hold |
105
| – | – | ﹤0.01% | 899 |
|
2022
Q3 | $7K | Hold |
105
| – | – | ﹤0.01% | 902 |
|
2022
Q2 | $7K | Hold |
105
| – | – | ﹤0.01% | 824 |
|
2022
Q1 | $7K | Hold |
105
| – | – | ﹤0.01% | 879 |
|
2021
Q4 | $8K | Hold |
105
| – | – | ﹤0.01% | 834 |
|
2021
Q3 | $8K | Buy |
105
+60
| +133% | +$4.57K | ﹤0.01% | 798 |
|
2021
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 852 |
|
2021
Q1 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 868 |
|