Geneos 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
Q2 | $16.6K | Sell |
485
-891
| -65% | -$30.5K | ﹤0.01% | 2120 |
|
|
2025
Q1 | $41.9K | Buy |
1,376
+688
| +100% | +$21K | ﹤0.01% | 2012 |
|
|
2024
Q4 | $22.8K | Hold |
688
| – | – | ﹤0.01% | 1669 |
|
|
2024
Q3 | $29.7K | Hold |
688
| – | – | ﹤0.01% | 1396 |
|
|
2024
Q2 | $27.7K | Hold |
688
| – | – | ﹤0.01% | 1254 |
|
|
2024
Q1 | $31.2K | Hold |
688
| – | – | ﹤0.01% | 1231 |
|
|
2023
Q4 | $36.7K | Hold |
688
| – | – | ﹤0.01% | 1162 |
|
|
2023
Q3 | $35.6K | Hold |
688
| – | – | ﹤0.01% | 1180 |
|
|
2023
Q2 | $49.1K | Hold |
688
| – | – | ﹤0.01% | 1083 |
|
|
2023
Q1 | $53.4K | Hold |
688
| – | – | ﹤0.01% | 1057 |
|
|
2022
Q4 | $50.2K | Hold |
688
| – | – | ﹤0.01% | 1058 |
|
|
2022
Q3 | $50K | Sell |
688
-71
| -9% | -$5.16K | ﹤0.01% | 1031 |
|
|
2022
Q2 | $54K | Hold |
759
| – | – | ﹤0.01% | 1252 |
|
|
2022
Q1 | $57K | Sell |
759
-100
| -12% | -$7.51K | ﹤0.01% | 1324 |
|
|
2021
Q4 | $66K | Hold |
859
| – | – | ﹤0.01% | 1352 |
|
|
2021
Q3 | $69K | Buy |
859
+28
| +3% | +$2.25K | ﹤0.01% | 1339 |
|
|
2021
Q2 | $73K | Sell |
831
-1,243
| -60% | -$109K | ﹤0.01% | 1308 |
|
|
2021
Q1 | $172K | Buy |
2,074
+4
| +0.2% | +$332 | ﹤0.01% | 1042 |
|
|
2020
Q4 | $73K | Buy |
2,070
+1,394
| +206% | +$49.2K | ﹤0.01% | 1273 |
|
|
2020
Q3 | $38K | Hold |
676
| – | – | ﹤0.01% | 1369 |
|
|
2020
Q2 | $23K | Hold |
676
| – | – | ﹤0.01% | 1565 |
|
|
2020
Q1 | $16K | Buy |
676
+203
| +43% | +$4.81K | ﹤0.01% | 1612 |
|
|
2019
Q4 | $14K | Buy |
+473
| New | +$14K | ﹤0.01% | 1851 |
|