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Cyndeo Wealth Partners’s Invesco Solar ETF TAN Stock Holding History

Cyndeo Wealth Partners’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,000
Closed -$214K – 352
2023
Q2 		$214K Hold
3,000
– – 0.02% 307
2023
Q1 		$233K Hold
3,000
– – 0.03% 289
2022
Q4 		$219K Buy
+3,000
New +$226K 0.03% 290

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Cyndeo Wealth Partners's TAN Position: Q3 2023 in Review

Cyndeo Wealth Partners sold out of Invesco Solar ETF (TAN) in Q3 2023, closing a stake of 3,000 shares — an estimated $214K sold.

Cyndeo Wealth Partners first reported a position in TAN in Q4 2022 and held it in 3 quarters. The position peaked at $233K in Q1 2023. 271 funds tracked by Wall St. Rank hold TAN as of Q3 2023.

  • Cyndeo Wealth Partners reported no remaining Invesco Solar ETF position as of Q3 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 3,000 Invesco Solar ETF shares in Q3 2023, an estimated $214K.
  • Cyndeo Wealth Partners first reported a position in Invesco Solar ETF in Q4 2022 and held it in 3 quarters.
  • Cyndeo Wealth Partners's Invesco Solar ETF position peaked at $233K in Q1 2023.
  • 271 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.