J.P. Morgan Private Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.24M | Sell |
23,897
-19,714
| -45% | -$1.02M | ﹤0.01% | 902 |
|
|
2023
Q2 | $3.11M | Sell |
43,611
-31,763
| -42% | -$2.27M | 0.02% | 441 |
|
|
2023
Q1 | $5.85M | Sell |
75,374
-16,828
| -18% | -$1.31M | 0.01% | 546 |
|
|
2022
Q4 | $6.73M | Sell |
92,202
-584
| -0.6% | -$42.6K | 0.02% | 512 |
|
|
2022
Q3 | $6.83M | Buy |
92,786
+35,243
| +61% | +$2.59M | 0.02% | 477 |
|
|
2022
Q2 | $4.11M | Sell |
57,543
-5,941
| -9% | -$424K | 0.01% | 624 |
|
|
2022
Q1 | $4.79M | Sell |
63,484
-45,620
| -42% | -$3.44M | 0.01% | 629 |
|
|
2021
Q4 | $8.4M | Sell |
109,104
-6,712
| -6% | -$517K | 0.02% | 477 |
|
|
2021
Q3 | $9.26M | Buy |
115,816
+31,585
| +37% | +$2.53M | 0.02% | 441 |
|
|
2021
Q2 | $7.52M | Buy |
84,231
+10,655
| +14% | +$952K | 0.02% | 483 |
|
|
2021
Q1 | $6.75M | Buy |
73,576
+12,248
| +20% | +$1.12M | 0.02% | 444 |
|
|
2020
Q4 | $6.3M | Buy |
61,328
+24,788
| +68% | +$2.55M | 0.02% | 432 |
|
|
2020
Q3 | $2.37M | Buy |
36,540
+11,820
| +48% | +$766K | 0.01% | 606 |
|
|
2020
Q2 | $892K | Buy |
24,720
+1,519
| +7% | +$54.8K | ﹤0.01% | 854 |
|
|
2020
Q1 | $585K | Buy |
+23,201
| New | +$585K | ﹤0.01% | 879 |
|