Beacon Financial Advisory’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
Q2 | – | Sell |
-2,691
| Closed | -$209K | – | 223 |
|
|
2023
Q1 | $209K | Buy |
+2,691
| New | +$209K | 0.13% | 192 |
|
|
2022
Q2 | – | Sell |
-2,866
| Closed | -$216K | – | 241 |
|
|
2022
Q1 | $216K | Hold |
2,866
| – | – | 0.1% | 220 |
|
|
2021
Q4 | $221K | Hold |
2,866
| – | – | 0.1% | 223 |
|
|
2021
Q3 | $229K | Hold |
2,866
| – | – | 0.12% | 208 |
|
|
2021
Q2 | $256K | Hold |
2,866
| – | – | 0.14% | 187 |
|
|
2021
Q1 | $263K | Sell |
2,866
-50
| -2% | -$4.59K | 0.15% | 169 |
|
|
2020
Q4 | $299K | Sell |
2,916
-200
| -6% | -$20.5K | 0.19% | 146 |
|
|
2020
Q3 | $201K | Buy |
+3,116
| New | +$201K | 0.17% | 164 |
|