Bard Financial Services’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23,050
| Closed | -$1.65M | – | 301 |
|
|
2023
Q2 | $1.65M | Hold |
23,050
| – | – | 0.12% | 131 |
|
|
2023
Q1 | $1.79M | Buy |
23,050
+750
| +3% | +$58.2K | 0.14% | 123 |
|
|
2022
Q4 | $1.63M | Buy |
22,300
+375
| +2% | +$27.4K | 0.14% | 127 |
|
|
2022
Q3 | $1.61M | Buy |
21,925
+2,000
| +10% | +$147K | 0.15% | 121 |
|
|
2022
Q2 | $1.42M | Hold |
19,925
| – | – | 0.13% | 125 |
|
|
2022
Q1 | $1.5M | Buy |
19,925
+1,250
| +7% | +$94.4K | 0.12% | 123 |
|
|
2021
Q4 | $1.44M | Buy |
18,675
+500
| +3% | +$38.5K | 0.12% | 125 |
|
|
2021
Q3 | $1.45M | Buy |
18,175
+250
| +1% | +$20K | 0.13% | 124 |
|
|
2021
Q2 | $1.6M | Buy |
17,925
+350
| +2% | +$31.3K | 0.14% | 117 |
|
|
2021
Q1 | $1.61M | Buy |
17,575
+825
| +5% | +$75.7K | 0.16% | 112 |
|
|
2020
Q4 | $1.72M | Buy |
+16,750
| New | +$1.72M | 0.17% | 109 |
|