Clearstead Advisors’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.5K | Hold |
475
| – | – | ﹤0.01% | 1391 |
|
|
2025
Q4 | $23.3K | Sell |
475
-137
| -22% | -$6.6K | ﹤0.01% | 1665 |
|
|
2025
Q3 | $26.7K | Hold |
612
| – | – | ﹤0.01% | 1513 |
|
|
2025
Q2 | $21K | Hold |
612
| – | – | ﹤0.01% | 1608 |
|
|
2025
Q1 | $18.6K | Sell |
612
-131
| -18% | -$4.38K | ﹤0.01% | 1440 |
|
|
2024
Q4 | $24.6K | Buy |
743
+131
| +21% | +$4.83K | ﹤0.01% | 1324 |
|
|
2024
Q3 | $26.4K | Hold |
612
| – | – | ﹤0.01% | 1352 |
|
|
2024
Q2 | $24.6K | Hold |
612
| – | – | ﹤0.01% | 1323 |
|
|
2024
Q1 | $26.2K | Hold |
612
| – | – | ﹤0.01% | 896 |
|
|
2023
Q4 | $32.7K | Sell |
612
-612
| -50% | -$28.7K | ﹤0.01% | 848 |
|
|
2023
Q3 | $63.4K | Buy |
1,224
+612
| +100% | +$37.7K | ﹤0.01% | 842 |
|
|
2023
Q2 | $43.7K | Buy |
612
+137
| +29% | +$9.88K | ﹤0.01% | 755 |
|
|
2023
Q1 | $36.9K | Hold |
475
| – | – | ﹤0.01% | 726 |
|
|
2022
Q4 | $34.6K | Hold |
475
| – | – | ﹤0.01% | 694 |
|
|
2022
Q3 | $35K | Hold |
475
| – | – | ﹤0.01% | 678 |
|
|
2022
Q2 | $34K | Buy |
475
+200
| +73% | +$13.9K | ﹤0.01% | 701 |
|
|
2022
Q1 | $21K | Hold |
275
| – | – | ﹤0.01% | 865 |
|
|
2021
Q4 | $21K | Hold |
275
| – | – | ﹤0.01% | 823 |
|
|
2021
Q3 | $22K | Hold |
275
| – | – | ﹤0.01% | 788 |
|
|
2021
Q2 | $25K | Buy |
275
+25
| +10% | +$2.03K | ﹤0.01% | 674 |
|
|
2021
Q1 | $23K | Hold |
250
| – | – | ﹤0.01% | 656 |
|
|
2020
Q4 | $26K | Hold |
250
| – | – | ﹤0.01% | 595 |
|
|
2020
Q3 | $16K | Hold |
250
| – | – | ﹤0.01% | 615 |
|
|
2020
Q2 | $9K | Buy |
250
+100
| +67% | +$3.17K | ﹤0.01% | 614 |
|
|
2020
Q1 | $4K | Buy |
+150
| New | +$4.89K | ﹤0.01% | 670 |
|
Other funds holding TAN
CI
MTWSIF
LP
AWM
HI