HM Payson & Co’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.7K | Buy |
803
+3
| +0.4% | +$166 | ﹤0.01% | 707 |
|
|
2025
Q4 | $39.3K | Hold |
800
| – | – | ﹤0.01% | 737 |
|
|
2025
Q3 | $34.9K | Hold |
800
| – | – | ﹤0.01% | 756 |
|
|
2025
Q2 | $27.4K | Hold |
800
| – | – | ﹤0.01% | 747 |
|
|
2025
Q1 | $24.4K | Hold |
800
| – | – | ﹤0.01% | 762 |
|
|
2024
Q4 | $26.5K | Hold |
800
| – | – | ﹤0.01% | 736 |
|
|
2024
Q3 | $34.5K | Hold |
800
| – | – | ﹤0.01% | 692 |
|
|
2024
Q2 | $32.2K | Hold |
800
| – | – | ﹤0.01% | 674 |
|
|
2024
Q1 | $36.3K | Hold |
800
| – | – | ﹤0.01% | 653 |
|
|
2023
Q4 | $42.7K | Hold |
800
| – | – | ﹤0.01% | 625 |
|
|
2023
Q3 | $41.4K | Hold |
800
| – | – | ﹤0.01% | 614 |
|
|
2023
Q2 | $57.1K | Hold |
800
| – | – | ﹤0.01% | 556 |
|
|
2023
Q1 | $62.1K | Hold |
800
| – | – | ﹤0.01% | 537 |
|
|
2022
Q4 | $58.4K | Hold |
800
| – | – | ﹤0.01% | 533 |
|
|
2022
Q3 | $59K | Hold |
800
| – | – | ﹤0.01% | 551 |
|
|
2022
Q2 | $57K | Sell |
800
-100
| -11% | -$6.93K | ﹤0.01% | 564 |
|
|
2022
Q1 | $68K | Hold |
900
| – | – | ﹤0.01% | 551 |
|
|
2021
Q4 | $69K | Hold |
900
| – | – | ﹤0.01% | 562 |
|
|
2021
Q3 | $72K | Buy |
900
+100
| +13% | +$8.42K | ﹤0.01% | 533 |
|
|
2021
Q2 | $71K | Hold |
800
| – | – | ﹤0.01% | 533 |
|
|
2021
Q1 | $73K | Hold |
800
| – | – | ﹤0.01% | 534 |
|
|
2020
Q4 | $82K | Hold |
800
| – | – | ﹤0.01% | 505 |
|
|
2020
Q3 | $52K | Hold |
800
| – | – | ﹤0.01% | 559 |
|
|
2020
Q2 | $29K | Hold |
800
| – | – | ﹤0.01% | 608 |
|
|
2020
Q1 | $20K | Hold |
800
| – | – | ﹤0.01% | 646 |
|
|
2019
Q4 | $25K | Buy |
+800
| New | +$23.1K | ﹤0.01% | 693 |
|
Other funds holding TAN
CI
MTWSIF
LP
AWM
HI