Global Retirement Partners’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 | $41K | Buy |
+1,196
| New | +$41K | ﹤0.01% | 1886 |
|
|
2024
Q4 | $37K | Buy |
1,117
+365
| +49% | +$12.1K | ﹤0.01% | 1764 |
|
|
2024
Q3 | $32.4K | Buy |
752
+49
| +7% | +$2.11K | ﹤0.01% | 1758 |
|
|
2024
Q2 | $28.3K | Hold |
703
| – | – | ﹤0.01% | 1820 |
|
|
2024
Q1 | $31.9K | Sell |
703
-214
| -23% | -$9.71K | ﹤0.01% | 1609 |
|
|
2023
Q4 | $40.6K | Hold |
917
| – | – | ﹤0.01% | 1452 |
|
|
2023
Q3 | $43.9K | Sell |
917
-118
| -11% | -$5.65K | ﹤0.01% | 1337 |
|
|
2023
Q2 | $73.9K | Hold |
1,035
| – | – | ﹤0.01% | 1079 |
|
|
2023
Q1 | $71.1K | Buy |
1,035
+4
| +0.4% | +$275 | ﹤0.01% | 1071 |
|
|
2022
Q4 | $75.2K | Sell |
1,031
-279
| -21% | -$20.4K | 0.01% | 921 |
|
|
2022
Q3 | $93K | Buy |
1,310
+883
| +207% | +$62.7K | 0.01% | 801 |
|
|
2022
Q2 | $30K | Hold |
427
| – | – | ﹤0.01% | 1198 |
|
|
2022
Q1 | $28K | Buy |
+427
| New | +$28K | ﹤0.01% | 1223 |
|
|
2021
Q4 | – | Sell |
-1,415
| Closed | -$113K | – | 1623 |
|
|
2021
Q3 | $113K | Sell |
1,415
-33
| -2% | -$2.64K | 0.01% | 618 |
|
|
2021
Q2 | $129K | Sell |
1,448
-281
| -16% | -$25K | 0.01% | 561 |
|
|
2021
Q1 | $159K | Buy |
1,729
+689
| +66% | +$63.4K | 0.02% | 454 |
|
|
2020
Q4 | $107K | Buy |
1,040
+975
| +1,500% | +$100K | 0.01% | 514 |
|
|
2020
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 1384 |
|
|
2020
Q2 | $2K | Sell |
65
-47
| -42% | -$1.45K | ﹤0.01% | 1490 |
|
|
2020
Q1 | $3K | Hold |
112
| – | – | ﹤0.01% | 1362 |
|
|
2019
Q4 | $3K | Hold |
112
| – | – | ﹤0.01% | 1435 |
|
|
2019
Q3 | $3K | Hold |
112
| – | – | ﹤0.01% | 1409 |
|
|
2019
Q2 | $3K | Hold |
112
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q1 | $3K | Hold |
112
| – | – | ﹤0.01% | 1363 |
|
|
2018
Q4 | $2K | Hold |
112
| – | – | ﹤0.01% | 1354 |
|
|
2018
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 1420 |
|
|
2018
Q2 | $3K | Buy |
112
+12
| +12% | +$321 | ﹤0.01% | 1334 |
|
|
2018
Q1 | $2K | Sell |
100
-200
| -67% | -$4K | ﹤0.01% | 1366 |
|
|
2017
Q4 | $8K | Buy |
300
+200
| +200% | +$5.33K | ﹤0.01% | 988 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1139 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1074 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1033 |
|
|
2016
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 975 |
|