L.J. Altfest & Co’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 |
-81,321
| Closed | -$2.48M | – | 365 |
|
|
2025
Q1 | $2.48M | Buy |
+81,321
| New | +$2.48M | 0.31% | 59 |
|
|
2024
Q4 | – | Sell |
-47,014
| Closed | -$2.03M | – | 363 |
|
|
2024
Q3 | $2.03M | Sell |
47,014
-10,696
| -19% | -$461K | 0.27% | 66 |
|
|
2024
Q2 | $2.32M | Buy |
57,710
+27,430
| +91% | +$1.1M | 0.32% | 55 |
|
|
2024
Q1 | $1.37M | Sell |
30,280
-14,898
| -33% | -$676K | 0.19% | 84 |
|
|
2023
Q4 | $2.41M | Buy |
45,178
+10,955
| +32% | +$584K | 0.35% | 57 |
|
|
2023
Q3 | $1.77M | Buy |
34,223
+5,195
| +18% | +$269K | 0.28% | 56 |
|
|
2023
Q2 | $2.07M | Buy |
+29,028
| New | +$2.07M | 0.31% | 51 |
|