Lake Street Private Wealth’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,925
| Closed | -$610K | – | 352 |
|
|
2021
Q4 | $610K | Buy |
7,925
+697
| +10% | +$53.6K | 0.11% | 175 |
|
|
2021
Q3 | $578K | Buy |
7,228
+105
| +1% | +$8.4K | 0.14% | 132 |
|
|
2021
Q2 | $629K | Buy |
7,123
+292
| +4% | +$25.8K | 0.16% | 126 |
|
|
2021
Q1 | $627K | Buy |
6,831
+3,198
| +88% | +$294K | 0.17% | 122 |
|
|
2020
Q4 | $373K | Buy |
+3,633
| New | +$373K | 0.11% | 149 |
|