IAM Advisory’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
Q2
Sell
-13,984
Closed -$1.09M 99
2023
Q1
$1.09M Sell
13,984
-671
-5% -$52.1K 0.38% 43
2022
Q4
$1.07M Sell
14,655
-1,512
-9% -$110K 0.39% 36
2022
Q3
$1.19M Buy
+16,167
New +$1.19M 0.5% 30