Global Financial Private Client’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
-100
Closed -$3.05K 1429
2025
Q1
$3.05K Hold
100
﹤0.01% 768
2024
Q4
$3.31K Hold
100
﹤0.01% 676
2024
Q3
$4.31K Hold
100
﹤0.01% 661
2024
Q2
$4.02K Hold
100
﹤0.01% 519
2024
Q1
$4.51K Hold
100
﹤0.01% 526
2023
Q4
$5.34K Sell
100
-7,131
-99% -$380K ﹤0.01% 507
2023
Q3
$357K Sell
7,231
-37
-0.5% -$1.83K 0.18% 126
2023
Q2
$519K Buy
7,268
+552
+8% +$39.4K 0.26% 94
2023
Q1
$513K Sell
6,716
-208
-3% -$15.9K 0.26% 90
2022
Q4
$505K Buy
6,924
+119
+2% +$8.68K 0.28% 85
2022
Q3
$513K Sell
6,805
-224
-3% -$16.9K 0.3% 78
2022
Q2
$506K Buy
7,029
+19
+0.3% +$1.37K 0.29% 81
2022
Q1
$534K Sell
7,010
-1,510
-18% -$115K 0.26% 85
2021
Q4
$656K Buy
8,520
+392
+5% +$30.2K 0.32% 74
2021
Q3
$659K Buy
8,128
+1,095
+16% +$88.8K 0.34% 73
2021
Q2
$621K Buy
7,033
+1,794
+34% +$158K 0.35% 75
2021
Q1
$475K Sell
5,239
-65
-1% -$5.89K 0.34% 70
2020
Q4
$545K Buy
5,304
+494
+10% +$50.8K 0.43% 56
2020
Q3
$323K Sell
4,810
-486
-9% -$32.7K 0.28% 71
2020
Q2
$195K Buy
5,296
+933
+21% +$34.3K 0.17% 109
2020
Q1
$104K Buy
+4,363
New +$104K 0.11% 140