Cabot Wealth Management’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $2.16M | Sell |
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|
2022
Q3 | $4.34M | Sell |
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|
2022
Q2 | $5.05M | Sell |
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|
2022
Q1 | $5.66M | Sell |
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|
2021
Q4 | $5.79M | Sell |
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|
2021
Q3 | $6.15M | Sell |
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|
2021
Q2 | $6.89M | Sell |
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|
2021
Q1 | $7.33M | Sell |
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|
2020
Q4 | $8.5M | Sell |
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|
2020
Q3 | $5.44M | Buy |
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|
2020
Q2 | $3.03M | Buy |
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|
2020
Q1 | $2.1M | Sell |
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|
2019
Q4 | $2.63M | Sell |
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|
2019
Q3 | $2.61M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.62M | Sell |
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|
2018
Q1 | $5.15M | Sell |
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|
2017
Q4 | $7.62M | Sell |
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|
2017
Q3 | $6.75M | Buy |
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|
2017
Q2 | $1.73M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3.79M | Buy |
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|
2015
Q1 | $4.2M | Sell |
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|
2014
Q4 | $5.43M | Sell |
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|
2014
Q3 | $8.06M | Sell |
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|
2014
Q2 | $8.88M | Buy |
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|
2014
Q1 | $8.5M | Buy |
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|
2013
Q4 | $6.72M | Buy |
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|
2013
Q3 | $3.12M | Buy |
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