B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,441
| Closed | -$290K | – | 1514 |
|
|
2023
Q4 | $290K | Buy |
+5,441
| New | +$290K | 0.01% | 1066 |
|
|
2023
Q1 | – | Sell |
-25,446
| Closed | -$1.86M | – | 1614 |
|
|
2022
Q4 | $1.86M | Buy |
+25,446
| New | +$1.86M | 0.05% | 358 |
|
|
2022
Q3 | – | Sell |
-4,385
| Closed | -$314K | – | 1530 |
|
|
2022
Q2 | $314K | Sell |
4,385
-3,671
| -46% | -$263K | 0.01% | 856 |
|
|
2022
Q1 | $609K | Sell |
8,056
-559
| -6% | -$42.3K | 0.02% | 656 |
|
|
2021
Q4 | $664K | Sell |
8,615
-862
| -9% | -$66.4K | 0.02% | 680 |
|
|
2021
Q3 | $758K | Sell |
9,477
-1,535
| -14% | -$123K | 0.02% | 616 |
|
|
2021
Q2 | $984K | Buy |
11,012
+419
| +4% | +$37.4K | 0.03% | 508 |
|
|
2021
Q1 | $973K | Buy |
10,593
+7,905
| +294% | +$726K | 0.03% | 492 |
|
|
2020
Q4 | $277K | Buy |
+2,688
| New | +$277K | 0.01% | 803 |
|
|
2015
Q1 | – | Sell |
-4,195
| Closed | -$143 | – | 1819 |
|
|
2014
Q4 | $143 | Buy |
+4,195
| New | +$143 | ﹤0.01% | 1534 |
|
|
2014
Q3 | – | Sell |
-4,229
| Closed | -$189K | – | 1745 |
|
|
2014
Q2 | $189K | Buy |
4,229
+428
| +11% | +$19.1K | 0.04% | 475 |
|
|
2014
Q1 | $168K | Buy |
3,801
+710
| +23% | +$31.4K | 0.05% | 443 |
|
|
2013
Q4 | $109K | Buy |
+3,091
| New | +$109K | 0.03% | 535 |
|