Capital Analysts LLC’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Buy |
725
+114
| +19% | +$3.93K | ﹤0.01% | 967 |
|
|
2025
Q1 | $19K | Sell |
611
-114
| -16% | -$3.55K | ﹤0.01% | 1016 |
|
|
2024
Q4 | $24K | Buy |
725
+212
| +41% | +$7.02K | ﹤0.01% | 903 |
|
|
2024
Q3 | $22K | Sell |
513
-3,116
| -86% | -$134K | ﹤0.01% | 891 |
|
|
2024
Q2 | $146K | Sell |
3,629
-55
| -1% | -$2.21K | 0.01% | 501 |
|
|
2024
Q1 | $167K | Sell |
3,684
-55
| -1% | -$2.49K | 0.01% | 473 |
|
|
2023
Q4 | $199K | Buy |
3,739
+128
| +4% | +$6.81K | 0.01% | 425 |
|
|
2023
Q3 | $187K | Sell |
3,611
-3,121
| -46% | -$162K | 0.01% | 402 |
|
|
2023
Q2 | $481K | Buy |
6,732
+139
| +2% | +$9.93K | 0.03% | 297 |
|
|
2023
Q1 | $512K | Sell |
6,593
-182
| -3% | -$14.1K | 0.03% | 294 |
|
|
2022
Q4 | $494K | Buy |
6,775
+608
| +10% | +$44.3K | 0.03% | 298 |
|
|
2022
Q3 | $454K | Buy |
6,167
+3,220
| +109% | +$237K | 0.03% | 278 |
|
|
2022
Q2 | $210K | Hold |
2,947
| – | – | 0.01% | 338 |
|
|
2022
Q1 | $222K | Buy |
2,947
+67
| +2% | +$5.05K | 0.01% | 333 |
|
|
2021
Q4 | $222K | Hold |
2,880
| – | – | 0.01% | 334 |
|
|
2021
Q3 | $230K | Hold |
2,880
| – | – | 0.02% | 325 |
|
|
2021
Q2 | $257K | Buy |
2,880
+102
| +4% | +$9.1K | 0.02% | 313 |
|
|
2021
Q1 | $255K | Sell |
2,778
-108
| -4% | -$9.91K | 0.02% | 306 |
|
|
2020
Q4 | $297K | Sell |
2,886
-357
| -11% | -$36.7K | 0.03% | 216 |
|
|
2020
Q3 | $210K | Hold |
3,243
| – | – | 0.02% | 243 |
|
|
2020
Q2 | $117K | Hold |
3,243
| – | – | 0.01% | 265 |
|
|
2020
Q1 | $82K | Buy |
3,243
+752
| +30% | +$19K | 0.01% | 275 |
|
|
2019
Q4 | $77K | Buy |
2,491
+366
| +17% | +$11.3K | 0.01% | 338 |
|
|
2019
Q3 | $62K | Buy |
2,125
+625
| +42% | +$18.2K | 0.01% | 352 |
|
|
2019
Q2 | $42K | Hold |
1,500
| – | – | ﹤0.01% | 390 |
|
|
2019
Q1 | $34K | Buy |
+1,500
| New | +$34K | ﹤0.01% | 390 |
|