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EPIQ Partners’s Invesco Solar ETF TAN Stock Holding History

EPIQ 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
-2,873
Closed -$205K – 75
2023
Q2 		$205K Buy
2,873
+200
+7% +$14.4K 0.14% 72
2023
Q1 		$208K Buy
+2,673
New +$205K 0.14% 73
2022
Q4 		– Sell
-2,723
Closed -$200K – 80
2022
Q3 		$200K Sell
2,723
-96
-3% -$7.75K 0.12% 77
2022
Q2 		$201K Hold
2,819
– – 0.12% 80
2022
Q1 		$213K Buy
2,819
+104
+4% +$7.19K 0.11% 86
2021
Q4 		$209K Hold
2,715
– – 0.11% 84
2021
Q3 		$217K Buy
+2,715
New +$229K 0.1% 90

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