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