JFS Wealth 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 | – | Sell |
-3
| Closed | -$92 | – | 1962 |
|
|
2025
Q1 | $92 | Buy |
+3
| New | +$92 | ﹤0.01% | 1876 |
|
|
2024
Q4 | – | Sell |
-23
| Closed | -$992 | – | 1995 |
|
|
2024
Q3 | $992 | Hold |
23
| – | – | ﹤0.01% | 1699 |
|
|
2024
Q2 | $925 | Hold |
23
| – | – | ﹤0.01% | 1683 |
|
|
2024
Q1 | $1.04K | Hold |
23
| – | – | ﹤0.01% | 1649 |
|
|
2023
Q4 | $1.23K | Hold |
23
| – | – | ﹤0.01% | 1592 |
|
|
2023
Q3 | $1.19K | Hold |
23
| – | – | ﹤0.01% | 1547 |
|
|
2023
Q2 | $1.64K | Hold |
23
| – | – | ﹤0.01% | 1459 |
|
|
2023
Q1 | $1.79K | Sell |
23
-150
| -87% | -$11.6K | ﹤0.01% | 1408 |
|
|
2022
Q4 | $12.6K | Hold |
173
| – | – | ﹤0.01% | 631 |
|
|
2022
Q3 | $13K | Hold |
173
| – | – | ﹤0.01% | 664 |
|
|
2022
Q2 | $12K | Hold |
173
| – | – | ﹤0.01% | 720 |
|
|
2022
Q1 | $13K | Hold |
173
| – | – | ﹤0.01% | 719 |
|
|
2021
Q4 | $13K | Hold |
173
| – | – | ﹤0.01% | 650 |
|
|
2021
Q3 | $14K | Buy |
+173
| New | +$14K | ﹤0.01% | 597 |
|