Golden State 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 | $496K | Hold |
14,490
| – | – | 0.06% | 239 |
|
|
2025
Q1 | $441K | Hold |
14,490
| – | – | 0.07% | 224 |
|
|
2024
Q4 | $480K | Buy |
+14,490
| New | +$480K | 0.07% | 200 |
|
|
2022
Q1 | $1.15M | Hold |
15,295
| – | – | 0.23% | 89 |
|
|
2021
Q4 | $1.18M | Hold |
15,295
| – | – | 0.2% | 105 |
|
|
2021
Q3 | $1.22M | Hold |
15,295
| – | – | 0.27% | 72 |
|
|
2021
Q2 | $1.37M | Hold |
15,295
| – | – | 0.3% | 67 |
|
|
2021
Q1 | $1.4M | Hold |
15,295
| – | – | 0.46% | 40 |
|
|
2020
Q4 | $1.57M | Hold |
15,295
| – | – | 0.46% | 44 |
|
|
2020
Q3 | $991K | Hold |
15,295
| – | – | 0.33% | 49 |
|
|
2020
Q2 | $552K | Hold |
15,295
| – | – | 0.18% | 93 |
|
|
2020
Q1 | $386K | Buy |
+15,295
| New | +$386K | 0.17% | 90 |
|
|
2019
Q4 | – | Sell |
-15,295
| Closed | -$449K | – | 819 |
|
|
2019
Q3 | $449K | Hold |
15,295
| – | – | 0.15% | 116 |
|
|
2019
Q2 | $432K | Hold |
15,295
| – | – | 0.14% | 131 |
|
|
2019
Q1 | $354K | Buy |
+15,295
| New | +$354K | 0.12% | 149 |
|