KCFA
Key Client Fiduciary Advisors’s Invesco Solar ETF TAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,547
| Closed | -$206K | – | 193 |
|
|
2024
Q1 | $206K | Sell |
4,547
-365
| -7% | -$16.6K | 0.11% | 173 |
|
|
2023
Q4 | $262K | Sell |
4,912
-253
| -5% | -$13.5K | 0.15% | 144 |
|
|
2023
Q3 | $267K | Sell |
5,165
-685
| -12% | -$35.5K | 0.16% | 136 |
|
|
2023
Q2 | $418K | Sell |
5,850
-211
| -3% | -$15.1K | 0.24% | 98 |
|
|
2023
Q1 | $471K | Hold |
6,061
| – | – | 0.29% | 79 |
|
|
2022
Q4 | $442K | Buy |
+6,061
| New | +$442K | 0.3% | 77 |
|