Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Invesco Solar ETF TAN Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-90
Closed -$4.66K – 458
2023
Q3 		$4.66K Buy
+90
New +$5.54K ﹤0.01% 389

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Legacy Financial Group (Iowa)'s TAN Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Invesco Solar ETF (TAN) in Q4 2023, closing a stake of 90 shares — an estimated $4.66K sold.

Legacy Financial Group (Iowa) first reported a position in TAN in Q3 2023 and held it in 1 quarter. The position peaked at $4.66K in Q3 2023. 286 funds tracked by Wall St. Rank hold TAN as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Invesco Solar ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 90 Invesco Solar ETF shares in Q4 2023, an estimated $4.66K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco Solar ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Invesco Solar ETF position peaked at $4.66K in Q3 2023.
  • 286 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.