Cerity Partners’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
13,023
+6,419
| +97% | +$236K | ﹤0.01% | 1886 |
|
|
2025
Q1 | $201K | Buy |
+6,604
| New | +$201K | ﹤0.01% | 2207 |
|
|
2023
Q2 | – | Sell |
-3,162
| Closed | -$238K | – | 1935 |
|
|
2023
Q1 | $238K | Sell |
3,162
-830
| -21% | -$62.5K | ﹤0.01% | 1646 |
|
|
2022
Q4 | $292K | Buy |
+3,992
| New | +$292K | ﹤0.01% | 1149 |
|
|
2022
Q3 | – | Sell |
-3,608
| Closed | -$258K | – | 1258 |
|
|
2022
Q2 | $258K | Buy |
+3,608
| New | +$258K | ﹤0.01% | 970 |
|
|
2021
Q2 | – | Sell |
-4,010
| Closed | -$368K | – | 735 |
|
|
2021
Q1 | $368K | Buy |
+4,010
| New | +$368K | 0.01% | 503 |
|