Congress Wealth Management’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 | $4.34M | Sell |
126,661
-1,723
| -1% | -$59K | 0.04% | 419 |
|
|
2025
Q1 | $3.91M | Buy |
128,384
+7,465
| +6% | +$227K | 0.05% | 366 |
|
|
2024
Q4 | $4M | Sell |
120,919
-8,636
| -7% | -$286K | 0.06% | 314 |
|
|
2024
Q3 | $5.59M | Buy |
+129,555
| New | +$5.59M | 0.07% | 279 |
|
|
2022
Q1 | – | Sell |
-171,719
| Closed | -$13.2M | – | 635 |
|
|
2021
Q4 | $13.2M | Buy |
+171,719
| New | +$13.2M | 0.26% | 102 |
|