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Carolinas Wealth Consulting’s Invesco Solar ETF TAN Stock Holding History

Carolinas Wealth Consulting’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-400
Closed -$41K – 993
2020
Q4 		$41K Buy
+400
New +$32K 0.01% 372

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PVH
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carolinas Wealth Consulting's TAN Position: Q1 2021 in Review

Carolinas Wealth Consulting sold out of Invesco Solar ETF (TAN) in Q1 2021, closing a stake of 400 shares — an estimated $41K sold.

Carolinas Wealth Consulting first reported a position in TAN in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 308 funds tracked by Wall St. Rank hold TAN as of Q1 2021.

  • Carolinas Wealth Consulting reported no remaining Invesco Solar ETF position as of Q1 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 400 Invesco Solar ETF shares in Q1 2021, an estimated $41K.
  • Carolinas Wealth Consulting first reported a position in Invesco Solar ETF in Q4 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Invesco Solar ETF position peaked at $41K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2021, filed 17 May 2021.