Clearstead Advisors’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 | $21K | Hold |
612
| – | – | ﹤0.01% | 1603 |
|
|
2025
Q1 | $18.6K | Sell |
612
-131
| -18% | -$3.99K | ﹤0.01% | 1436 |
|
|
2024
Q4 | $24.6K | Buy |
743
+131
| +21% | +$4.34K | ﹤0.01% | 1321 |
|
|
2024
Q3 | $26.4K | Hold |
612
| – | – | ﹤0.01% | 1350 |
|
|
2024
Q2 | $24.6K | Hold |
612
| – | – | ﹤0.01% | 1322 |
|
|
2024
Q1 | $26.2K | Hold |
612
| – | – | ﹤0.01% | 895 |
|
|
2023
Q4 | $32.7K | Sell |
612
-612
| -50% | -$32.7K | ﹤0.01% | 846 |
|
|
2023
Q3 | $63.4K | Buy |
1,224
+612
| +100% | +$31.7K | ﹤0.01% | 841 |
|
|
2023
Q2 | $43.7K | Buy |
612
+137
| +29% | +$9.79K | ﹤0.01% | 755 |
|
|
2023
Q1 | $36.9K | Hold |
475
| – | – | ﹤0.01% | 726 |
|
|
2022
Q4 | $34.6K | Hold |
475
| – | – | ﹤0.01% | 693 |
|
|
2022
Q3 | $35K | Hold |
475
| – | – | ﹤0.01% | 676 |
|
|
2022
Q2 | $34K | Buy |
475
+200
| +73% | +$14.3K | ﹤0.01% | 699 |
|
|
2022
Q1 | $21K | Hold |
275
| – | – | ﹤0.01% | 863 |
|
|
2021
Q4 | $21K | Hold |
275
| – | – | ﹤0.01% | 819 |
|
|
2021
Q3 | $22K | Hold |
275
| – | – | ﹤0.01% | 785 |
|
|
2021
Q2 | $25K | Buy |
275
+25
| +10% | +$2.27K | ﹤0.01% | 673 |
|
|
2021
Q1 | $23K | Hold |
250
| – | – | ﹤0.01% | 655 |
|
|
2020
Q4 | $26K | Hold |
250
| – | – | ﹤0.01% | 595 |
|
|
2020
Q3 | $16K | Hold |
250
| – | – | ﹤0.01% | 615 |
|
|
2020
Q2 | $9K | Buy |
250
+100
| +67% | +$3.6K | ﹤0.01% | 614 |
|
|
2020
Q1 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 669 |
|