Financial Network Wealth Management’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $53K | Buy |
+1,759
| New | +$53K | 0.02% | 217 |
|
|
2024
Q4 | – | Sell |
-6,013
| Closed | -$259K | – | 116 |
|
|
2024
Q3 | $259K | Sell |
6,013
-523
| -8% | -$22.5K | 0.09% | 99 |
|
|
2024
Q2 | $262K | Buy |
+6,536
| New | +$262K | 0.1% | 90 |
|
|
2024
Q1 | – | Sell |
-6,872
| Closed | -$366K | – | 87 |
|
|
2023
Q4 | $366K | Sell |
6,872
-45
| -0.7% | -$2.4K | 0.16% | 72 |
|
|
2023
Q3 | $341K | Buy |
6,917
+359
| +5% | +$17.7K | 0.17% | 67 |
|
|
2023
Q2 | $447K | Hold |
6,558
| – | – | 0.21% | 61 |
|
|
2023
Q1 | $509K | Hold |
6,558
| – | – | 0.25% | 59 |
|
|
2022
Q4 | $478K | Hold |
6,558
| – | – | 0.26% | 60 |
|
|
2022
Q3 | $483K | Buy |
6,558
+127
| +2% | +$9.35K | 0.3% | 44 |
|
|
2022
Q2 | $459K | Hold |
6,431
| – | – | 0.27% | 46 |
|
|
2022
Q1 | $485K | Sell |
6,431
-104
| -2% | -$7.84K | 0.25% | 51 |
|
|
2021
Q4 | $503K | Sell |
6,535
-65
| -1% | -$5K | 0.25% | 49 |
|
|
2021
Q3 | $528K | Hold |
6,600
| – | – | 0.3% | 39 |
|
|
2021
Q2 | $590K | Hold |
6,600
| – | – | 0.35% | 36 |
|
|
2021
Q1 | $606K | Hold |
6,600
| – | – | 0.4% | 32 |
|
|
2020
Q4 | $678K | Buy |
+6,600
| New | +$678K | 0.53% | 29 |
|