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Lehman & Derafelo Financial Resources’s Invesco Solar ETF TAN Stock Holding History

Lehman & Derafelo Financial Resources’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
2019
Q4 		– Sell
-455
Closed -$13K – 210
2019
Q3 		$13K Buy
+455
New +$13.6K 0.01% 158

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William Blair & Company
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Susquehanna International Group
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LPL Financial
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Lehman & Derafelo Financial Resources's TAN Position: Q4 2019 in Review

Lehman & Derafelo Financial Resources sold out of Invesco Solar ETF (TAN) in Q4 2019, closing a stake of 455 shares — an estimated $13K sold.

Lehman & Derafelo Financial Resources first reported a position in TAN in Q3 2019 and held it in 1 quarter. The position peaked at $13K in Q3 2019. 106 funds tracked by Wall St. Rank hold TAN as of Q4 2019.

  • Lehman & Derafelo Financial Resources reported no remaining Invesco Solar ETF position as of Q4 2019 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 455 Invesco Solar ETF shares in Q4 2019, an estimated $13K.
  • Lehman & Derafelo Financial Resources first reported a position in Invesco Solar ETF in Q3 2019 and held it in 1 quarter.
  • Lehman & Derafelo Financial Resources's Invesco Solar ETF position peaked at $13K in Q3 2019.
  • 106 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2019.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2019, filed 12 Feb 2020.