LexAurum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,825
| Closed | -$202K | – | 301 |
|
|
2023
Q2 | $202K | Buy |
2,825
+30
| +1% | +$2.14K | 0.06% | 253 |
|
|
2023
Q1 | $217K | Sell |
2,795
-120
| -4% | -$9.32K | 0.07% | 228 |
|
|
2022
Q4 | $213K | Hold |
2,915
| – | – | 0.08% | 224 |
|
|
2022
Q3 | $215K | Sell |
2,915
-32
| -1% | -$2.36K | 0.08% | 216 |
|
|
2022
Q2 | $210K | Buy |
2,947
+120
| +4% | +$8.55K | 0.08% | 222 |
|
|
2022
Q1 | $213K | Hold |
2,827
| – | – | 0.07% | 240 |
|
|
2021
Q4 | $218K | Hold |
2,827
| – | – | 0.07% | 235 |
|
|
2021
Q3 | $226K | Buy |
2,827
+405
| +17% | +$32.4K | 0.07% | 251 |
|
|
2021
Q2 | $216K | Buy |
+2,422
| New | +$216K | 0.06% | 264 |
|
|
2021
Q1 | – | Sell |
-1,987
| Closed | -$204K | – | 252 |
|
|
2020
Q4 | $204K | Buy |
+1,987
| New | +$204K | 0.07% | 228 |
|