Baldwin Wealth Partners’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
Q4 | – | Sell |
-338
| Closed | -$14.6K | – | 919 |
|
|
2024
Q3 | $14.6K | Hold |
338
| – | – | ﹤0.01% | 740 |
|
|
2024
Q2 | $13.6K | Hold |
338
| – | – | ﹤0.01% | 511 |
|
|
2024
Q1 | $15.3K | Hold |
338
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $18K | Sell |
338
-828
| -71% | -$44.2K | ﹤0.01% | 515 |
|
|
2023
Q3 | $60.4K | Hold |
1,166
| – | – | 0.01% | 369 |
|
|
2023
Q2 | $83.3K | Hold |
1,166
| – | – | 0.01% | 340 |
|
|
2023
Q1 | $90.5K | Hold |
1,166
| – | – | 0.01% | 336 |
|
|
2022
Q4 | $85K | Buy |
+1,166
| New | +$85K | 0.01% | 335 |
|