Legacy Wealth Partners’s Invesco Solar ETF TAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$396K Sell
4,434
-2,560
-37% -$229K 0.22% 71
2021
Q1
$642K Buy
6,994
+3,075
+78% +$282K 0.38% 58
2020
Q4
$403K Sell
3,919
-730
-16% -$75.1K 0.25% 72
2020
Q3
$301K Sell
4,649
-2,603
-36% -$169K 0.21% 75
2020
Q2
$262K Buy
+7,252
New +$262K 0.2% 85