Brendel Financial Advisors’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-63,722
| Closed | -$5.69M | – | 254 |
|
|
2021
Q2 | $5.69M | Buy |
+63,722
| New | +$5.69M | 3.13% | 2 |
|
|
2021
Q1 | – | Sell |
-65,538
| Closed | -$6.74M | – | 97 |
|
|
2020
Q4 | $6.74M | Sell |
65,538
-11,956
| -15% | -$1.23M | 4.58% | 2 |
|
|
2020
Q3 | $5.02M | Buy |
77,494
+64,247
| +485% | +$4.16M | 4.02% | 2 |
|
|
2020
Q2 | $478K | Buy |
13,247
+17
| +0.1% | +$613 | 0.41% | 58 |
|
|
2020
Q1 | $334K | Buy |
+13,230
| New | +$334K | 0.39% | 57 |
|