IHT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Sell |
19,642
-2,323
| -11% | -$79.6K | 0.02% | 614 |
|
|
2025
Q1 | $669K | Sell |
21,965
-5,353
| -20% | -$163K | 0.02% | 581 |
|
|
2024
Q4 | $905K | Buy |
+27,318
| New | +$905K | 0.03% | 488 |
|
|
2023
Q4 | – | Sell |
-5,171
| Closed | -$268K | – | 1029 |
|
|
2023
Q3 | $268K | Buy |
5,171
+183
| +4% | +$9.48K | 0.01% | 779 |
|
|
2023
Q2 | $356K | Sell |
4,988
-1,795
| -26% | -$128K | 0.02% | 659 |
|
|
2023
Q1 | $527K | Buy |
6,783
+1,015
| +18% | +$78.8K | 0.03% | 480 |
|
|
2022
Q4 | $421K | Buy |
5,768
+1,048
| +22% | +$76.4K | 0.03% | 540 |
|
|
2022
Q3 | $347K | Buy |
4,720
+1,430
| +43% | +$105K | 0.03% | 571 |
|
|
2022
Q2 | $235K | Buy |
3,290
+526
| +19% | +$37.6K | 0.02% | 610 |
|
|
2022
Q1 | $209K | Sell |
2,764
-9,333
| -77% | -$706K | 0.02% | 699 |
|
|
2021
Q4 | $931K | Sell |
12,097
-1,946
| -14% | -$150K | 0.07% | 278 |
|
|
2021
Q3 | $1.12M | Sell |
14,043
-326
| -2% | -$26.1K | 0.09% | 227 |
|
|
2021
Q2 | $1.28M | Buy |
14,369
+3,310
| +30% | +$296K | 0.08% | 266 |
|
|
2021
Q1 | $1.02M | Sell |
11,059
-2,251
| -17% | -$207K | 0.07% | 264 |
|
|
2020
Q4 | $1.37M | Buy |
13,310
+7
| +0.1% | +$719 | 0.11% | 191 |
|
|
2020
Q3 | $862K | Buy |
13,303
+1
| +0% | +$65 | 0.09% | 241 |
|
|
2020
Q2 | $480K | Sell |
13,302
-350
| -3% | -$12.6K | 0.07% | 303 |
|
|
2020
Q1 | $344K | Buy |
13,652
+4,256
| +45% | +$107K | 0.05% | 350 |
|
|
2019
Q4 | $289K | Buy |
9,396
+1,757
| +23% | +$54K | 0.03% | 455 |
|
|
2019
Q3 | $224K | Buy |
+7,639
| New | +$224K | 0.03% | 509 |
|