Gerber Kawasaki Wealth & Investment 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 | – | Sell |
-10,061
| Closed | -$306K | – | 327 |
|
|
2025
Q1 | $306K | Sell |
10,061
-2,327
| -19% | -$70.9K | 0.01% | 238 |
|
|
2024
Q4 | $410K | Sell |
12,388
-16,625
| -57% | -$551K | 0.02% | 203 |
|
|
2024
Q3 | $1.25M | Sell |
29,013
-7,664
| -21% | -$330K | 0.06% | 125 |
|
|
2024
Q2 | $1.47M | Sell |
36,677
-13,648
| -27% | -$549K | 0.07% | 114 |
|
|
2024
Q1 | $2.28M | Sell |
50,325
-16,599
| -25% | -$753K | 0.12% | 98 |
|
|
2023
Q4 | $3.57M | Sell |
66,924
-19,392
| -22% | -$1.03M | 0.21% | 77 |
|
|
2023
Q3 | $4.47M | Sell |
86,316
-46,193
| -35% | -$2.39M | 0.3% | 62 |
|
|
2023
Q2 | $9.46M | Sell |
132,509
-1,398
| -1% | -$99.8K | 0.64% | 40 |
|
|
2023
Q1 | $10.4M | Buy |
133,907
+206
| +0.2% | +$16K | 0.82% | 34 |
|
|
2022
Q4 | $9.75M | Buy |
133,701
+32,713
| +32% | +$2.39M | 0.87% | 36 |
|
|
2022
Q3 | $7.43M | Sell |
100,988
-10,599
| -9% | -$780K | 0.69% | 40 |
|
|
2022
Q2 | $7.97M | Sell |
111,587
-143,979
| -56% | -$10.3M | 0.76% | 37 |
|
|
2022
Q1 | $19.3M | Buy |
255,566
+57,727
| +29% | +$4.36M | 1.57% | 19 |
|
|
2021
Q4 | $15.2M | Buy |
+197,839
| New | +$15.2M | 1.21% | 23 |
|
|
2021
Q3 | – | Sell |
-153,200
| Closed | -$13.7M | – | 1209 |
|
|
2021
Q2 | $13.7M | Buy |
153,200
+2,142
| +1% | +$191K | 1.4% | 21 |
|
|
2021
Q1 | $13.9M | Buy |
151,058
+31,486
| +26% | +$2.89M | 1.67% | 20 |
|
|
2020
Q4 | $12.3M | Buy |
119,572
+35,197
| +42% | +$3.62M | 1.7% | 18 |
|
|
2020
Q3 | $5.47M | Buy |
84,375
+25,803
| +44% | +$1.67M | 1.17% | 25 |
|
|
2020
Q2 | $2.11M | Sell |
58,572
-5,669
| -9% | -$205K | 0.47% | 46 |
|
|
2020
Q1 | $1.62M | Sell |
64,241
-13,082
| -17% | -$330K | 0.46% | 48 |
|
|
2019
Q4 | $2.38M | Buy |
77,323
+25,185
| +48% | +$776K | 0.6% | 37 |
|
|
2019
Q3 | $1.53M | Buy |
52,138
+20,875
| +67% | +$613K | 0.44% | 50 |
|
|
2019
Q2 | $883K | Buy |
+31,263
| New | +$883K | 0.26% | 61 |
|