Cassady Schiller Wealth Management’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.16K | Hold |
35
| – | – | ﹤0.01% | 749 |
|
2024
Q3 | $1.51K | Hold |
35
| – | – | ﹤0.01% | 406 |
|
2024
Q2 | $1.41K | Hold |
35
| – | – | ﹤0.01% | 409 |
|
2024
Q1 | $1.59K | Hold |
35
| – | – | ﹤0.01% | 432 |
|
2023
Q4 | $1.87K | Hold |
35
| – | – | ﹤0.01% | 393 |
|
2023
Q3 | $1.81K | Hold |
35
| – | – | ﹤0.01% | 410 |
|
2023
Q2 | $2.5K | Hold |
35
| – | – | ﹤0.01% | 412 |
|
2023
Q1 | $2.72K | Hold |
35
| – | – | ﹤0.01% | 390 |
|
2022
Q4 | $2.55K | Buy |
+35
| New | +$2.55K | ﹤0.01% | 407 |
|