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Freestone Capital Holdings’s Invesco Solar ETF TAN Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-389
Closed -$40K – 1047
2020
Q4 		$40K Buy
+389
New +$31.1K ﹤0.01% 614

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KHLMVGHM
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Freestone Capital Holdings's TAN Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Invesco Solar ETF (TAN) in Q1 2021, closing a stake of 389 shares — an estimated $40K sold.

Freestone Capital Holdings first reported a position in TAN in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 308 funds tracked by Wall St. Rank hold TAN as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Invesco Solar ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 389 Invesco Solar ETF shares in Q1 2021, an estimated $40K.
  • Freestone Capital Holdings first reported a position in Invesco Solar ETF in Q4 2020 and held it in 1 quarter.
  • Freestone Capital Holdings's Invesco Solar ETF position peaked at $40K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.