Corient Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $700K | Hold |
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|
2025
Q2 | $550K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $206K | Sell |
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|
2024
Q3 | $860K | Buy |
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|
2024
Q2 | $702K | Hold |
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|
2024
Q1 | $792K | Sell |
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|
2023
Q4 | $933K | Buy |
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|
2023
Q3 | $812K | Buy |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.14M | Buy |
|