Core Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-298
| Closed | -$13.5K | – | 216 |
|
|
2024
Q1 | $13.5K | Hold |
298
| – | – | ﹤0.01% | 166 |
|
|
2023
Q4 | $15.9K | Hold |
298
| – | – | 0.01% | 150 |
|
|
2023
Q3 | $15.4K | Hold |
298
| – | – | 0.01% | 127 |
|
|
2023
Q2 | $21.3K | Hold |
298
| – | – | 0.01% | 110 |
|
|
2023
Q1 | $23.1K | Hold |
298
| – | – | 0.01% | 104 |
|
|
2022
Q4 | $21.7K | Hold |
298
| – | – | 0.01% | 112 |
|
|
2022
Q3 | $22K | Hold |
298
| – | – | 0.01% | 91 |
|
|
2022
Q2 | $21K | Hold |
298
| – | – | 0.01% | 105 |
|
|
2022
Q1 | $22K | Buy |
+298
| New | +$22K | 0.01% | 114 |
|