First Personal Financial Services’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 | $8.41K | Sell |
195
-35
| -15% | -$1.51K | ﹤0.01% | 316 |
|
|
2024
Q2 | $9.25K | Hold |
230
| – | – | ﹤0.01% | 281 |
|
|
2024
Q1 | $10.4K | Hold |
230
| – | – | ﹤0.01% | 277 |
|
|
2023
Q4 | $12.3K | Hold |
230
| – | – | ﹤0.01% | 292 |
|
|
2023
Q3 | $11.9K | Hold |
230
| – | – | ﹤0.01% | 292 |
|
|
2023
Q2 | $16.4K | Hold |
230
| – | – | ﹤0.01% | 285 |
|
|
2023
Q1 | $17.9K | Hold |
230
| – | – | ﹤0.01% | 289 |
|
|
2022
Q4 | $16.8K | Hold |
230
| – | – | ﹤0.01% | 301 |
|
|
2022
Q3 | $17K | Sell |
230
-50
| -18% | -$3.7K | ﹤0.01% | 302 |
|
|
2022
Q2 | $20K | Hold |
280
| – | – | 0.01% | 234 |
|
|
2022
Q1 | $21K | Sell |
280
-65
| -19% | -$4.88K | ﹤0.01% | 245 |
|
|
2021
Q4 | $27K | Buy |
345
+150
| +77% | +$11.7K | 0.01% | 232 |
|
|
2021
Q3 | $16K | Hold |
195
| – | – | ﹤0.01% | 262 |
|
|
2021
Q2 | $17K | Hold |
195
| – | – | ﹤0.01% | 267 |
|
|
2021
Q1 | $18K | Hold |
195
| – | – | ﹤0.01% | 250 |
|
|
2020
Q4 | $20K | Hold |
195
| – | – | 0.01% | 243 |
|
|
2020
Q3 | $13K | Hold |
195
| – | – | ﹤0.01% | 252 |
|
|
2020
Q2 | $7K | Hold |
195
| – | – | ﹤0.01% | 270 |
|
|
2020
Q1 | $5K | Hold |
195
| – | – | ﹤0.01% | 266 |
|
|
2019
Q4 | $6K | Hold |
195
| – | – | ﹤0.01% | 305 |
|
|
2019
Q3 | $6K | Buy |
+195
| New | +$6K | ﹤0.01% | 387 |
|
|
2016
Q2 | – | Sell |
-467
| Closed | -$11K | – | 830 |
|
|
2016
Q1 | $11K | Hold |
467
| – | – | 0.01% | 260 |
|
|
2015
Q4 | $14K | Hold |
467
| – | – | 0.01% | 269 |
|
|
2015
Q3 | $13K | Hold |
467
| – | – | 0.01% | 268 |
|
|
2015
Q2 | $19K | Hold |
467
| – | – | 0.01% | 237 |
|
|
2015
Q1 | $21K | Buy |
467
+222
| +91% | +$9.98K | 0.01% | 223 |
|
|
2014
Q4 | $8K | Buy |
+245
| New | +$8K | ﹤0.01% | 276 |
|