Clear Perspectives Financial Planning’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $24.1K | Buy |
310
+60
| +24% | +$4.66K | 0.01% | 104 |
|
|
2022
Q4 | $18.2K | Sell |
250
-175
| -41% | -$12.8K | 0.01% | 127 |
|
|
2022
Q3 | $31K | Buy |
425
+330
| +347% | +$24.1K | 0.02% | 102 |
|
|
2022
Q2 | $7K | Sell |
95
-100
| -51% | -$7.37K | ﹤0.01% | 169 |
|
|
2022
Q1 | $15K | Hold |
195
| – | – | 0.01% | 148 |
|
|
2021
Q4 | $15K | Hold |
195
| – | – | 0.01% | 158 |
|
|
2021
Q3 | $16K | Hold |
195
| – | – | 0.01% | 143 |
|
|
2021
Q2 | $17K | Hold |
195
| – | – | 0.01% | 148 |
|
|
2021
Q1 | $18K | Buy |
195
+95
| +95% | +$8.77K | 0.01% | 133 |
|
|
2020
Q4 | $10K | Buy |
+100
| New | +$10K | 0.01% | 144 |
|