JNBA Financial 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
Q1 | – | Sell |
-856
| Closed | -$28.4K | – | 683 |
|
|
2024
Q4 | $28.4K | Hold |
856
| – | – | ﹤0.01% | 345 |
|
|
2024
Q3 | $36.9K | Buy |
856
+73
| +9% | +$3.15K | ﹤0.01% | 319 |
|
|
2024
Q2 | $31.5K | Buy |
783
+247
| +46% | +$9.93K | ﹤0.01% | 334 |
|
|
2024
Q1 | $24.3K | Buy |
536
+124
| +30% | +$5.63K | ﹤0.01% | 370 |
|
|
2023
Q4 | $22K | Hold |
412
| – | – | ﹤0.01% | 382 |
|
|
2023
Q3 | $21.3K | Hold |
412
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $29.4K | Hold |
412
| – | – | ﹤0.01% | 342 |
|
|
2023
Q1 | $32K | Hold |
412
| – | – | ﹤0.01% | 335 |
|
|
2022
Q4 | $30.1K | Sell |
412
-1
| -0.2% | -$73 | ﹤0.01% | 329 |
|
|
2022
Q3 | $30K | Buy |
413
+1
| +0.2% | +$73 | ﹤0.01% | 331 |
|
|
2022
Q2 | $29K | Hold |
412
| – | – | ﹤0.01% | 344 |
|
|
2022
Q1 | $31K | Hold |
412
| – | – | ﹤0.01% | 350 |
|
|
2021
Q4 | $32K | Hold |
412
| – | – | ﹤0.01% | 357 |
|
|
2021
Q3 | $33K | Hold |
412
| – | – | ﹤0.01% | 343 |
|
|
2021
Q2 | $37K | Hold |
412
| – | – | 0.01% | 324 |
|
|
2021
Q1 | $38K | Hold |
412
| – | – | 0.01% | 316 |
|
|
2020
Q4 | $42K | Hold |
412
| – | – | 0.01% | 281 |
|
|
2020
Q3 | $27K | Buy |
+412
| New | +$27K | 0.01% | 304 |
|
|
2018
Q4 | – | Sell |
-465
| Closed | -$10K | – | 714 |
|
|
2018
Q3 | $10K | Buy |
+465
| New | +$10K | ﹤0.01% | 384 |
|