Carson Wealth (CWM LLC)’s Invesco Solar ETF TAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75K | Sell |
2,186
-1,930
| -47% | -$66.2K | ﹤0.01% | 2953 |
|
|
2025
Q1 | $125K | Sell |
4,116
-772
| -16% | -$23.4K | ﹤0.01% | 2239 |
|
|
2024
Q4 | $162K | Sell |
4,888
-6,218
| -56% | -$206K | ﹤0.01% | 1967 |
|
|
2024
Q3 | $479K | Buy |
11,106
+2,886
| +35% | +$124K | ﹤0.01% | 1332 |
|
|
2024
Q2 | $331K | Buy |
8,220
+89
| +1% | +$3.58K | ﹤0.01% | 1354 |
|
|
2024
Q1 | $369K | Buy |
8,131
+3,776
| +87% | +$171K | ﹤0.01% | 1242 |
|
|
2023
Q4 | $232K | Sell |
4,355
-865
| -17% | -$46.1K | ﹤0.01% | 1350 |
|
|
2023
Q3 | $270K | Buy |
5,220
+175
| +3% | +$9.05K | ﹤0.01% | 1192 |
|
|
2023
Q2 | $360K | Sell |
5,045
-150
| -3% | -$10.7K | ﹤0.01% | 1052 |
|
|
2023
Q1 | $403K | Buy |
5,195
+39
| +0.8% | +$3.03K | ﹤0.01% | 951 |
|
|
2022
Q4 | $376K | Sell |
5,156
-578
| -10% | -$42.2K | ﹤0.01% | 889 |
|
|
2022
Q3 | $422K | Buy |
5,734
+244
| +4% | +$18K | ﹤0.01% | 800 |
|
|
2022
Q2 | $392K | Sell |
5,490
-1,902
| -26% | -$136K | ﹤0.01% | 806 |
|
|
2022
Q1 | $558K | Sell |
7,392
-1,098
| -13% | -$82.9K | ﹤0.01% | 695 |
|
|
2021
Q4 | $653K | Buy |
+8,490
| New | +$653K | ﹤0.01% | 663 |
|
|
2021
Q2 | $910K | Hold |
10,192
| – | – | 0.01% | 575 |
|
|
2021
Q1 | $910K | Hold |
10,192
| – | – | 0.01% | 575 |
|
|
2020
Q4 | $910K | Hold |
10,192
| – | – | 0.01% | 575 |
|
|
2020
Q3 | $910K | Hold |
10,192
| – | – | 0.01% | 575 |
|
|
2020
Q2 | $910K | Hold |
10,192
| – | – | 0.01% | 575 |
|
|
2020
Q1 | $910K | Hold |
10,192
| – | – | 0.01% | 575 |
|
|
2019
Q4 | $910K | Hold |
10,192
| – | – | 0.01% | 575 |
|
|
2019
Q3 | $910K | Hold |
10,192
| – | – | 0.01% | 575 |
|
|
2019
Q2 | $910K | Hold |
10,192
| – | – | 0.01% | 575 |
|
|
2019
Q1 | $910K | Buy |
+10,192
| New | +$910K | 0.01% | 575 |
|