Magnus Financial Group’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,868
| Closed | -$562K | – | 285 |
|
|
2022
Q2 | $562K | Buy |
7,868
+155
| +2% | +$11.1K | 0.1% | 141 |
|
|
2022
Q1 | $582K | Buy |
+7,713
| New | +$582K | 0.1% | 148 |
|
|
2021
Q4 | – | Sell |
-6,965
| Closed | -$557K | – | 270 |
|
|
2021
Q3 | $557K | Buy |
6,965
+265
| +4% | +$21.2K | 0.12% | 119 |
|
|
2021
Q2 | $599K | Buy |
6,700
+3,830
| +133% | +$342K | 0.13% | 103 |
|
|
2021
Q1 | $263K | Sell |
2,870
-300
| -9% | -$27.5K | 0.06% | 185 |
|
|
2020
Q4 | $326K | Sell |
3,170
-1,200
| -27% | -$123K | 0.03% | 202 |
|
|
2020
Q3 | $283K | Buy |
+4,370
| New | +$283K | 0.03% | 203 |
|