Guild Investment 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-39,350
| Closed | -$2.97M | – | 85 |
|
2022
Q1 | $2.97M | Sell |
39,350
-10
| -0% | -$755 | 3.04% | 10 |
|
2021
Q4 | $3.03M | Buy |
39,360
+1,680
| +4% | +$129K | 3.07% | 10 |
|
2021
Q3 | $3.01M | Buy |
37,680
+8,080
| +27% | +$646K | 2.9% | 12 |
|
2021
Q2 | $2.64M | Buy |
+29,600
| New | +$2.64M | 2.56% | 14 |
|
2014
Q2 | – | Sell |
-57,100
| Closed | -$2.52M | – | 37 |
|
2014
Q1 | $2.52M | Buy |
+57,100
| New | +$2.52M | 4.2% | 8 |
|