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Cary Street Partners Investment Advisory’s Invesco Solar ETF TAN Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q3 		– Sell
-883
Closed -$63.1K – 1919
2023
Q2 		$63.1K Buy
+883
New +$63.7K ﹤0.01% 763

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Cary Street Partners Investment Advisory's TAN Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 883 shares — an estimated $63.1K sold.

Cary Street Partners Investment Advisory first reported a position in TAN in Q2 2023 and held it in 1 quarter. The position peaked at $63.1K in Q2 2023. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

  • Cary Street Partners Investment Advisory reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 883 Invesco Solar ETF shares in Q3 2023, an estimated $63.1K.
  • Cary Street Partners Investment Advisory first reported a position in Invesco Solar ETF in Q2 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Invesco Solar ETF position peaked at $63.1K in Q2 2023.
  • 271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.