Foundations Investment 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 | – | Sell |
-19,546
| Closed | -$786K | – | 860 |
|
|
2024
Q2 | $786K | Buy |
+19,546
| New | +$786K | 0.02% | 391 |
|
|
2022
Q3 | – | Sell |
-6,979
| Closed | -$496K | – | 437 |
|
|
2022
Q2 | $496K | Sell |
6,979
-8
| -0.1% | -$569 | 0.02% | 230 |
|
|
2022
Q1 | $503K | Sell |
6,987
-211
| -3% | -$15.2K | 0.02% | 192 |
|
|
2021
Q4 | $520K | Sell |
7,198
-524
| -7% | -$37.9K | 0.02% | 201 |
|
|
2021
Q3 | $600K | Sell |
7,722
-233
| -3% | -$18.1K | 0.03% | 154 |
|
|
2021
Q2 | $702K | Buy |
7,955
+28
| +0.4% | +$2.47K | 0.03% | 129 |
|
|
2021
Q1 | $686K | Buy |
7,927
+194
| +3% | +$16.8K | 0.04% | 113 |
|
|
2020
Q4 | $921K | Sell |
7,733
-371
| -5% | -$44.2K | 0.06% | 79 |
|
|
2020
Q3 | $540K | Buy |
8,104
+533
| +7% | +$35.5K | 0.12% | 101 |
|
|
2020
Q2 | $283K | Buy |
+7,571
| New | +$283K | 0.03% | 142 |
|