Glass Jacobson 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12K | Hold |
350
| – | – | ﹤0.01% | 417 |
|
2025
Q1 | $11.6K | Hold |
350
| – | – | ﹤0.01% | 582 |
|
2024
Q4 | $11.6K | Hold |
350
| – | – | ﹤0.01% | 582 |
|
2024
Q3 | $15.1K | Hold |
350
| – | – | 0.01% | 529 |
|
2024
Q2 | $14.1K | Hold |
350
| – | – | 0.01% | 523 |
|
2024
Q1 | $15.9K | Hold |
350
| – | – | 0.01% | 508 |
|
2023
Q4 | $18.7K | Hold |
350
| – | – | 0.01% | 453 |
|
2023
Q3 | $18.1K | Hold |
350
| – | – | 0.01% | 434 |
|
2023
Q2 | $25K | Buy |
+350
| New | +$25K | 0.01% | 410 |
|
2022
Q4 | $25.5K | Buy |
+350
| New | +$25.5K | 0.01% | 406 |
|