Legend Financial Advisors’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
Q1 | – | Sell |
-4
| Closed | -$132 | – | 225 |
|
|
2024
Q4 | $132 | Buy |
+4
| New | +$132 | ﹤0.01% | 247 |
|
|
2024
Q3 | – | Sell |
-4
| Closed | -$161 | – | 257 |
|
|
2024
Q2 | $161 | Buy |
+4
| New | +$161 | ﹤0.01% | 272 |
|
|
2024
Q1 | – | Sell |
-441
| Closed | -$23.5K | – | 197 |
|
|
2023
Q4 | $23.5K | Hold |
441
| – | – | 0.02% | 83 |
|
|
2023
Q3 | $22.8K | Hold |
441
| – | – | 0.02% | 91 |
|
|
2023
Q2 | $31.5K | Hold |
441
| – | – | 0.03% | 79 |
|
|
2023
Q1 | $34.2K | Hold |
441
| – | – | 0.03% | 75 |
|
|
2022
Q4 | $32.2K | Hold |
441
| – | – | 0.03% | 86 |
|
|
2022
Q3 | $32.5K | Buy |
+441
| New | +$32.5K | 0.03% | 76 |
|
|
2022
Q2 | – | Sell |
-2,605
| Closed | -$208K | – | 47 |
|
|
2022
Q1 | $208K | Hold |
2,605
| – | – | 0.13% | 39 |
|
|
2021
Q4 | $201K | Hold |
2,605
| – | – | 0.14% | 40 |
|
|
2021
Q3 | $208K | Sell |
2,605
-267
| -9% | -$21.3K | 0.13% | 39 |
|
|
2021
Q2 | $257K | Sell |
2,872
-2,019
| -41% | -$181K | 0.17% | 33 |
|
|
2021
Q1 | $449K | Buy |
4,891
+2,018
| +70% | +$185K | 3.41% | 13 |
|
|
2020
Q4 | $295K | Buy |
+2,873
| New | +$295K | 0.24% | 25 |
|