Mascoma Wealth Management’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
Q2 | – | Sell |
-180
| Closed | -$5.48K | – | 499 |
|
|
2025
Q1 | $5.48K | Hold |
180
| – | – | ﹤0.01% | 391 |
|
|
2024
Q4 | $5.96K | Hold |
180
| – | – | ﹤0.01% | 392 |
|
|
2024
Q3 | $7.76K | Hold |
180
| – | – | ﹤0.01% | 342 |
|
|
2024
Q2 | $7.24K | Hold |
180
| – | – | ﹤0.01% | 367 |
|
|
2024
Q1 | $8.17K | Sell |
180
-117
| -39% | -$5.31K | ﹤0.01% | 337 |
|
|
2023
Q4 | $15.9K | Hold |
297
| – | – | ﹤0.01% | 284 |
|
|
2023
Q3 | $15.4K | Hold |
297
| – | – | ﹤0.01% | 294 |
|
|
2023
Q2 | $18.4K | Hold |
297
| – | – | 0.01% | 272 |
|
|
2023
Q1 | $21.4K | Sell |
297
-25
| -8% | -$1.8K | 0.01% | 332 |
|
|
2022
Q4 | $23.5K | Hold |
322
| – | – | 0.01% | 316 |
|
|
2022
Q3 | $24K | Hold |
322
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $23K | Buy |
322
+180
| +127% | +$12.9K | 0.01% | 333 |
|
|
2022
Q1 | $11K | Sell |
142
-100
| -41% | -$7.75K | ﹤0.01% | 426 |
|
|
2021
Q4 | $19K | Buy |
242
+50
| +26% | +$3.93K | 0.01% | 338 |
|
|
2021
Q3 | $15K | Buy |
+192
| New | +$15K | 0.01% | 315 |
|
|
2021
Q2 | – | Sell |
-192
| Closed | -$18K | – | 388 |
|
|
2021
Q1 | $18K | Buy |
+192
| New | +$18K | 0.01% | 302 |
|