IFP Advisors’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.1K | Sell |
2,220
-950
| -30% | -$32.5K | ﹤0.01% | 1808 |
|
|
2025
Q1 | $96.6K | Sell |
3,170
-750
| -19% | -$22.8K | ﹤0.01% | 1550 |
|
|
2024
Q4 | $130K | Buy |
3,920
+492
| +14% | +$16.3K | ﹤0.01% | 1342 |
|
|
2024
Q3 | $148K | Sell |
3,428
-392
| -10% | -$16.9K | 0.01% | 1231 |
|
|
2024
Q2 | $154K | Sell |
3,820
-90
| -2% | -$3.62K | 0.01% | 1169 |
|
|
2024
Q1 | $177K | Sell |
3,910
-1,525
| -28% | -$69.2K | 0.01% | 1056 |
|
|
2023
Q4 | $290K | Sell |
5,435
-522
| -9% | -$27.8K | 0.01% | 786 |
|
|
2023
Q3 | $309K | Sell |
5,957
-440
| -7% | -$22.8K | 0.01% | 766 |
|
|
2023
Q2 | $457K | Sell |
6,397
-230
| -3% | -$16.4K | 0.02% | 688 |
|
|
2023
Q1 | $167K | Sell |
6,627
-2,816
| -30% | -$70.9K | 0.01% | 1019 |
|
|
2022
Q4 | $257K | Buy |
9,443
+870
| +10% | +$23.7K | 0.01% | 1223 |
|
|
2022
Q3 | $232K | Buy |
8,573
+2,030
| +31% | +$54.9K | 0.01% | 1327 |
|
|
2022
Q2 | $171K | Hold |
6,543
| – | – | 0.01% | 1366 |
|
|
2022
Q1 | $171K | Buy |
6,543
+553
| +9% | +$14.5K | 0.01% | 1366 |
|
|
2021
Q4 | $466K | Sell |
5,990
-1,899
| -24% | -$148K | 0.01% | 612 |
|
|
2021
Q3 | $631K | Buy |
7,889
+4,800
| +155% | +$384K | 0.01% | 500 |
|
|
2021
Q2 | $276K | Sell |
3,089
-134
| -4% | -$12K | 0.01% | 757 |
|
|
2021
Q1 | $295K | Sell |
3,223
-4,196
| -57% | -$384K | 0.01% | 682 |
|
|
2020
Q4 | $764K | Sell |
7,419
-1,195
| -14% | -$123K | 0.03% | 399 |
|
|
2020
Q3 | $557K | Buy |
8,614
+800
| +10% | +$51.7K | 0.03% | 406 |
|
|
2020
Q2 | $282K | Buy |
7,814
+1,400
| +22% | +$50.5K | 0.02% | 557 |
|
|
2020
Q1 | $175K | Sell |
6,414
-100
| -2% | -$2.73K | 0.02% | 615 |
|
|
2019
Q4 | $201K | Sell |
6,514
-455
| -7% | -$14K | 0.02% | 661 |
|
|
2019
Q3 | $204K | Buy |
+6,969
| New | +$204K | 0.01% | 763 |
|
|
2019
Q1 | $747K | Buy |
32,090
+125
| +0.4% | +$2.91K | 0.1% | 208 |
|
|
2018
Q4 | $594K | Sell |
31,965
-3,761
| -11% | -$69.9K | 0.04% | 495 |
|
|
2018
Q3 | $741K | Buy |
35,726
+7,311
| +26% | +$152K | 0.03% | 532 |
|
|
2018
Q2 | $656K | Buy |
28,415
+16,499
| +138% | +$381K | 0.03% | 560 |
|
|
2018
Q1 | $299K | Hold |
11,916
| – | – | 0.01% | 822 |
|
|
2017
Q4 | $299K | Buy |
11,916
+8,483
| +247% | +$213K | 0.01% | 820 |
|
|
2017
Q3 | $74K | Buy |
3,433
+2,473
| +258% | +$53.3K | ﹤0.01% | 1725 |
|
|
2017
Q2 | $19K | Hold |
960
| – | – | ﹤0.01% | 2597 |
|
|
2017
Q1 | $17K | Hold |
960
| – | – | ﹤0.01% | 2587 |
|
|
2016
Q4 | $16K | Buy |
960
+315
| +49% | +$5.25K | ﹤0.01% | 2599 |
|
|
2016
Q3 | $13K | Hold |
645
| – | – | ﹤0.01% | 2664 |
|
|
2016
Q2 | $14K | Sell |
645
-31,445
| -98% | -$683K | ﹤0.01% | 2575 |
|
|
2016
Q1 | $747K | Buy |
32,090
+31,195
| +3,485% | +$726K | 0.1% | 208 |
|
|
2015
Q4 | $27K | Buy |
+895
| New | +$27K | ﹤0.01% | 1981 |
|