FinTrust Capital Advisors’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $40K | Hold |
928
| – | – | 0.01% | 634 |
|
|
2024
Q2 | $37.3K | Sell |
928
-1,200
| -56% | -$48.3K | 0.01% | 608 |
|
|
2024
Q1 | $96.5K | Buy |
2,128
+928
| +77% | +$42.1K | 0.02% | 395 |
|
|
2023
Q4 | $64K | Hold |
1,200
| – | – | 0.01% | 430 |
|
|
2023
Q3 | $62.1K | Hold |
1,200
| – | – | 0.01% | 414 |
|
|
2023
Q2 | $87.5K | Hold |
1,200
| – | – | 0.02% | 369 |
|
|
2023
Q1 | $87.5K | Hold |
1,200
| – | – | 0.02% | 369 |
|
|
2022
Q4 | $87.5K | Hold |
1,200
| – | – | 0.02% | 369 |
|
|
2022
Q3 | $82K | Hold |
1,200
| – | – | 0.02% | 416 |
|
|
2022
Q2 | $86K | Hold |
1,200
| – | – | 0.02% | 423 |
|
|
2022
Q1 | $91K | Hold |
1,200
| – | – | 0.02% | 444 |
|
|
2021
Q4 | $92K | Sell |
1,200
-460
| -28% | -$35.3K | 0.02% | 440 |
|
|
2021
Q3 | $133K | Buy |
1,660
+1,200
| +261% | +$96.1K | 0.04% | 346 |
|
|
2021
Q2 | $41K | Hold |
460
| – | – | 0.01% | 583 |
|
|
2021
Q1 | $42K | Hold |
460
| – | – | 0.01% | 562 |
|
|
2020
Q4 | $47K | Hold |
460
| – | – | 0.01% | 505 |
|
|
2020
Q3 | $30 | Buy |
+460
| New | +$30 | 0.01% | 565 |
|