LWA
Lowe Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-115
| Closed | -$8.21K | – | 357 |
|
2023
Q2 | $8.21K | Hold |
115
| – | – | ﹤0.01% | 232 |
|
2023
Q1 | $8.93K | Hold |
115
| – | – | ﹤0.01% | 215 |
|
2022
Q4 | $8.39K | Hold |
115
| – | – | ﹤0.01% | 224 |
|
2022
Q3 | $8K | Hold |
115
| – | – | ﹤0.01% | 214 |
|
2022
Q2 | $8K | Sell |
115
-200
| -63% | -$13.9K | ﹤0.01% | 204 |
|
2022
Q1 | $24K | Buy |
315
+200
| +174% | +$15.2K | 0.01% | 139 |
|
2021
Q4 | $9K | Hold |
115
| – | – | ﹤0.01% | 200 |
|
2021
Q3 | $9K | Buy |
+115
| New | +$9K | ﹤0.01% | 197 |
|