Belpointe Asset 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
Q2 | – | Sell |
-8,522
| Closed | -$662K | – | 3070 |
|
|
2023
Q1 | $662K | Sell |
8,522
-541
| -6% | -$42K | 0.04% | 449 |
|
|
2022
Q4 | $661K | Buy |
9,063
+408
| +5% | +$29.8K | 0.04% | 423 |
|
|
2022
Q3 | $637K | Buy |
8,655
+1,136
| +15% | +$83.6K | 0.04% | 426 |
|
|
2022
Q2 | $537K | Sell |
7,519
-1,759
| -19% | -$126K | 0.04% | 460 |
|
|
2022
Q1 | $701K | Sell |
9,278
-797
| -8% | -$60.2K | 0.04% | 425 |
|
|
2021
Q4 | $775K | Sell |
10,075
-400
| -4% | -$30.8K | 0.05% | 394 |
|
|
2021
Q3 | $837K | Sell |
10,475
-608
| -5% | -$48.6K | 0.06% | 354 |
|
|
2021
Q2 | $990K | Buy |
11,083
+8,298
| +298% | +$741K | 0.07% | 298 |
|
|
2021
Q1 | $255K | Sell |
2,785
-414
| -13% | -$37.9K | 0.02% | 657 |
|
|
2020
Q4 | $329K | Buy |
+3,199
| New | +$329K | 0.03% | 526 |
|