Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.6K | Hold |
30
| – | – | ﹤0.01% | 1100 |
|
|
2023
Q3 | $1.55K | Hold |
30
| – | – | ﹤0.01% | 839 |
|
|
2023
Q2 | $2.14K | Hold |
30
| – | – | ﹤0.01% | 830 |
|
|
2023
Q1 | $2.33K | Buy |
+30
| New | +$2.33K | ﹤0.01% | 809 |
|
|
2020
Q4 | – | Sell |
-857
| Closed | -$55K | – | 758 |
|
|
2020
Q3 | $55K | Buy |
857
+1
| +0.1% | +$64 | 0.01% | 212 |
|
|
2020
Q2 | $31K | Sell |
856
-1
| -0.1% | -$36 | ﹤0.01% | 266 |
|
|
2020
Q1 | $22K | Hold |
857
| – | – | ﹤0.01% | 274 |
|
|
2019
Q4 | $26K | Buy |
857
+3
| +0.4% | +$91 | ﹤0.01% | 296 |
|
|
2019
Q3 | $25K | Buy |
+854
| New | +$25K | ﹤0.01% | 273 |
|