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Dorchester Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Dorchester Wealth Management’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
2021
Q1 		– Sell
-2,200
Closed -$226K – 158
2020
Q4 		$226K Buy
+2,200
New +$176K 0.06% 130

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LPL Financial
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KHLMVGHM
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UBS Group
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Dorchester Wealth Management's TAN Position: Q1 2021 in Review

Dorchester Wealth Management sold out of Invesco Solar ETF (TAN) in Q1 2021, closing a stake of 2,200 shares — an estimated $226K sold.

Dorchester Wealth Management first reported a position in TAN in Q4 2020 and held it in 1 quarter. The position peaked at $226K in Q4 2020. 308 funds tracked by Wall St. Rank hold TAN as of Q1 2021.

  • Dorchester Wealth Management reported no remaining Invesco Solar ETF position as of Q1 2021 after selling out during the quarter.
  • Dorchester Wealth Management sold 2,200 Invesco Solar ETF shares in Q1 2021, an estimated $226K.
  • Dorchester Wealth Management first reported a position in Invesco Solar ETF in Q4 2020 and held it in 1 quarter.
  • Dorchester Wealth Management's Invesco Solar ETF position peaked at $226K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2021.

Based on Dorchester Wealth Management's 13F filing for Q1 2021, filed 20 Apr 2021.