Great Diamond 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,056
| Closed | -$1.48M | – | 230 |
|
|
2023
Q1 | $1.48M | Buy |
19,056
+2,171
| +13% | +$169K | 0.43% | 61 |
|
|
2022
Q4 | $1.23M | Sell |
16,885
-418
| -2% | -$30.5K | 0.38% | 64 |
|
|
2022
Q3 | $1.27M | Buy |
+17,303
| New | +$1.27M | 0.44% | 60 |
|
|
2021
Q2 | – | Sell |
-8,532
| Closed | -$782K | – | 201 |
|
|
2021
Q1 | $782K | Buy |
8,532
+670
| +9% | +$61.4K | 0.24% | 93 |
|
|
2020
Q4 | $807K | Sell |
7,862
-1,439
| -15% | -$148K | 0.26% | 73 |
|
|
2020
Q3 | $602K | Sell |
9,301
-2,104
| -18% | -$136K | 0.22% | 81 |
|
|
2020
Q2 | $411K | Buy |
11,405
+1,900
| +20% | +$68.5K | 0.17% | 93 |
|
|
2020
Q1 | $239K | Buy |
+9,505
| New | +$239K | 0.12% | 111 |
|