Bartlett & Co 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
Q2 | – | Sell |
-82
| Closed | -$2.5K | – | 1325 |
|
|
2025
Q1 | $2.5K | Buy |
+82
| New | +$2.5K | ﹤0.01% | 1052 |
|
|
2024
Q2 | – | Sell |
-325
| Closed | -$14.7K | – | 1171 |
|
|
2024
Q1 | $14.7K | Hold |
325
| – | – | ﹤0.01% | 865 |
|
|
2023
Q4 | $17.6K | Hold |
325
| – | – | ﹤0.01% | 902 |
|
|
2023
Q3 | $16.8K | Hold |
325
| – | – | ﹤0.01% | 855 |
|
|
2023
Q2 | $23.2K | Hold |
325
| – | – | ﹤0.01% | 797 |
|
|
2023
Q1 | $25.2K | Hold |
325
| – | – | ﹤0.01% | 673 |
|
|
2022
Q4 | $23.7K | Hold |
325
| – | – | ﹤0.01% | 692 |
|
|
2022
Q3 | $23.9K | Hold |
325
| – | – | ﹤0.01% | 676 |
|
|
2022
Q2 | $23.2K | Hold |
325
| – | – | ﹤0.01% | 705 |
|
|
2022
Q1 | $24.5K | Buy |
+325
| New | +$24.5K | ﹤0.01% | 701 |
|