B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-100
| Closed | -$3K | – | 675 |
|
|
2015
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 936 |
|
|
2015
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 894 |
|
|
2014
Q4 | $3K | Sell |
100
-850
| -89% | -$25.5K | ﹤0.01% | 915 |
|
|
2014
Q3 | $38K | Sell |
950
-3,095
| -77% | -$124K | 0.03% | 467 |
|
|
2014
Q2 | $180K | Sell |
4,045
-3,288
| -45% | -$146K | 0.12% | 239 |
|
|
2014
Q1 | $324K | Buy |
+7,333
| New | +$324K | 0.24% | 109 |
|