Greenhouse 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,871
| Closed | -$276K | – | 60 |
|
|
2024
Q2 | $276K | Sell |
6,871
-27
| -0.4% | -$1.09K | 0.2% | 47 |
|
|
2024
Q1 | $313K | Sell |
6,898
-530
| -7% | -$24K | 0.23% | 41 |
|
|
2023
Q4 | $396K | Buy |
7,428
+6
| +0.1% | +$320 | 0.32% | 36 |
|
|
2023
Q3 | $384K | Sell |
7,422
-54
| -0.7% | -$2.8K | 0.35% | 36 |
|
|
2023
Q2 | $534K | Hold |
7,476
| – | – | 0.47% | 29 |
|
|
2023
Q1 | $580K | Sell |
7,476
-38
| -0.5% | -$2.95K | 0.55% | 27 |
|
|
2022
Q4 | $548K | Sell |
7,514
-18
| -0.2% | -$1.31K | 0.55% | 26 |
|
|
2022
Q3 | $554K | Sell |
7,532
-50
| -0.7% | -$3.68K | 0.62% | 23 |
|
|
2022
Q2 | $541K | Buy |
7,582
+75
| +1% | +$5.35K | 0.58% | 26 |
|
|
2022
Q1 | $566K | Hold |
7,507
| – | – | 0.53% | 26 |
|
|
2021
Q4 | $578K | Hold |
7,507
| – | – | 0.52% | 28 |
|
|
2021
Q3 | $600K | Hold |
7,507
| – | – | 0.57% | 26 |
|
|
2021
Q2 | $671K | Hold |
7,507
| – | – | 0.62% | 25 |
|
|
2021
Q1 | $689K | Buy |
7,507
+7
| +0.1% | +$642 | 0.68% | 25 |
|
|
2020
Q4 | $771K | Buy |
+7,500
| New | +$771K | 0.76% | 20 |
|