Concord Wealth 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
Q1 | – | Sell |
-131
| Closed | -$4.34K | – | 964 |
|
|
2024
Q4 | $4.34K | Hold |
131
| – | – | ﹤0.01% | 622 |
|
|
2024
Q3 | $5.65K | Sell |
131
-80
| -38% | -$3.45K | ﹤0.01% | 617 |
|
|
2024
Q2 | $8.48K | Sell |
211
-200
| -49% | -$8.04K | ﹤0.01% | 526 |
|
|
2024
Q1 | $18.6K | Buy |
411
+172
| +72% | +$7.8K | ﹤0.01% | 497 |
|
|
2023
Q4 | $12.8K | Sell |
239
-971
| -80% | -$51.8K | ﹤0.01% | 539 |
|
|
2023
Q3 | $62.7K | Sell |
1,210
-345
| -22% | -$17.9K | 0.01% | 347 |
|
|
2023
Q2 | $111K | Buy |
1,555
+634
| +69% | +$45.3K | 0.02% | 265 |
|
|
2023
Q1 | $71.5K | Buy |
921
+270
| +41% | +$21K | 0.02% | 297 |
|
|
2022
Q4 | $47.5K | Buy |
+651
| New | +$47.5K | 0.01% | 383 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$1K | – | 1033 |
|
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1197 |
|