McClarren Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17
| Closed | -$2K | – | 359 |
|
|
2024
Q4 | $2K | Hold |
17
| – | – | 0.01% | 181 |
|
|
2024
Q3 | $2 | Sell |
17
-23
| -58% | -$3 | ﹤0.01% | 223 |
|
|
2024
Q2 | $3K | Sell |
40
-51
| -56% | -$3.83K | ﹤0.01% | 275 |
|
|
2024
Q1 | $5K | Hold |
91
| – | – | ﹤0.01% | 257 |
|
|
2023
Q4 | $5K | Buy |
91
+1
| +1% | +$55 | ﹤0.01% | 297 |
|
|
2023
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 285 |
|
|
2023
Q2 | $6K | Hold |
90
| – | – | 0.01% | 280 |
|
|
2023
Q1 | $7K | Hold |
90
| – | – | 0.01% | 258 |
|
|
2022
Q4 | $6K | Hold |
90
| – | – | 0.01% | 275 |
|
|
2022
Q3 | $6K | Buy |
+90
| New | +$6K | 0.01% | 251 |
|
|
2022
Q2 | – | Sell |
-90
| Closed | -$6K | – | 243 |
|
|
2022
Q1 | $6K | Sell |
90
-1
| -1% | -$67 | ﹤0.01% | 227 |
|
|
2021
Q4 | $7K | Buy |
91
+1
| +1% | +$77 | ﹤0.01% | 255 |
|
|
2021
Q3 | $7K | Hold |
90
| – | – | 0.01% | 229 |
|
|
2021
Q2 | $8K | Hold |
90
| – | – | 0.01% | 237 |
|
|
2021
Q1 | $8K | Hold |
90
| – | – | 0.01% | 210 |
|
|
2020
Q4 | $9K | Buy |
+90
| New | +$9K | 0.01% | 172 |
|