Great Valley Advisor Group’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
Q1 | – | Sell |
-14,231
| Closed | -$471K | – | 906 |
|
|
2024
Q4 | $471K | Buy |
+14,231
| New | +$471K | 0.01% | 585 |
|
|
2022
Q1 | – | Sell |
-6,549
| Closed | -$505K | – | 628 |
|
|
2021
Q4 | $505K | Sell |
6,549
-7
| -0.1% | -$540 | 0.03% | 384 |
|
|
2021
Q3 | $524K | Buy |
6,556
+718
| +12% | +$57.4K | 0.04% | 347 |
|
|
2021
Q2 | $522K | Sell |
5,838
-10,115
| -63% | -$904K | 0.04% | 338 |
|
|
2021
Q1 | $1.46M | Buy |
15,953
+9,177
| +135% | +$842K | 0.14% | 159 |
|
|
2020
Q4 | $696K | Buy |
+6,776
| New | +$696K | 0.07% | 229 |
|
|
2020
Q2 | – | Sell |
-12,355
| Closed | -$312K | – | 433 |
|
|
2020
Q1 | $312K | Buy |
12,355
+389
| +3% | +$9.82K | 0.08% | 234 |
|
|
2019
Q4 | $369K | Sell |
11,966
-15,097
| -56% | -$466K | 0.08% | 249 |
|
|
2019
Q3 | $795K | Buy |
+27,063
| New | +$795K | 0.19% | 156 |
|