Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $180K | Buy |
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|
2025
Q2 | $75K | Sell |
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|
2025
Q1 | $125K | Sell |
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|
2024
Q4 | $162K | Sell |
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|
2024
Q3 | $479K | Buy |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $558K | Sell |
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|
2021
Q4 | $653K | Buy |
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|
2021
Q2 | $910K | Hold |
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|
2021
Q1 | $910K | Hold |
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|
2020
Q4 | $910K | Hold |
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|
2020
Q3 | $910K | Hold |
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|
2020
Q2 | $910K | Hold |
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|
2020
Q1 | $910K | Hold |
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|
2019
Q4 | $910K | Hold |
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|
2019
Q3 | $910K | Hold |
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|
2019
Q2 | $910K | Hold |
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|
2019
Q1 | $910K | Buy |
|