Horan Securities’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
Q3 | – | Sell |
-332
| Closed | -$23.7K | – | 603 |
|
2023
Q2 | $23.7K | Buy |
332
+25
| +8% | +$1.79K | 0.01% | 300 |
|
2023
Q1 | $23.8K | Hold |
307
| – | – | 0.01% | 283 |
|
2022
Q4 | $22.4K | Hold |
307
| – | – | 0.01% | 283 |
|
2022
Q3 | $23K | Hold |
307
| – | – | 0.01% | 257 |
|
2022
Q2 | $22K | Hold |
307
| – | – | 0.01% | 252 |
|
2022
Q1 | $23K | Hold |
307
| – | – | 0.01% | 240 |
|
2021
Q4 | $24K | Buy |
+307
| New | +$24K | 0.01% | 230 |
|
2021
Q2 | $12K | Hold |
136
| – | – | 0.01% | 288 |
|
2021
Q1 | $12K | Sell |
136
-112
| -45% | -$9.88K | 0.01% | 248 |
|
2020
Q4 | $25K | Buy |
+248
| New | +$25K | 0.02% | 172 |
|
2020
Q2 | – | Sell |
-50
| Closed | -$1K | – | 391 |
|
2020
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 248 |
|