Mutual 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
Q2 | $274K | Sell |
7,001
-1,136
| -14% | -$44.4K | 0.01% | 1005 |
|
|
2025
Q1 | $243K | Sell |
8,137
-1,077
| -12% | -$32.2K | 0.01% | 966 |
|
|
2024
Q4 | $320K | Sell |
9,214
-1,406
| -13% | -$48.8K | 0.01% | 866 |
|
|
2024
Q3 | $395K | Sell |
10,620
-1,382
| -12% | -$51.4K | 0.01% | 792 |
|
|
2024
Q2 | $500K | Sell |
12,002
-25,542
| -68% | -$1.06M | 0.02% | 692 |
|
|
2024
Q1 | $1.7M | Buy |
37,544
+1,037
| +3% | +$47K | 0.05% | 315 |
|
|
2023
Q4 | $1.95M | Sell |
36,507
-3,134
| -8% | -$167K | 0.07% | 281 |
|
|
2023
Q3 | $2.05M | Buy |
39,641
+192
| +0.5% | +$9.94K | 0.08% | 234 |
|
|
2023
Q2 | $2.82M | Buy |
39,449
+211
| +0.5% | +$15.1K | 0.11% | 190 |
|
|
2023
Q1 | $3.05M | Buy |
39,238
+307
| +0.8% | +$23.8K | 0.13% | 170 |
|
|
2022
Q4 | $2.84M | Sell |
38,931
-70
| -0.2% | -$5.11K | 0.13% | 172 |
|
|
2022
Q3 | $2.87M | Sell |
39,001
-1,216
| -3% | -$89.5K | 0.15% | 139 |
|
|
2022
Q2 | $2.87M | Sell |
40,217
-253
| -0.6% | -$18.1K | 0.19% | 120 |
|
|
2022
Q1 | $3.05M | Buy |
40,470
+1,661
| +4% | +$125K | 0.17% | 136 |
|
|
2021
Q4 | $2.99M | Buy |
38,809
+1,233
| +3% | +$94.9K | 0.16% | 152 |
|
|
2021
Q3 | $3M | Sell |
37,576
-65
| -0.2% | -$5.2K | 0.18% | 138 |
|
|
2021
Q2 | $3.36M | Buy |
37,641
+3,913
| +12% | +$349K | 0.2% | 127 |
|
|
2021
Q1 | $3.1M | Buy |
33,728
+10,660
| +46% | +$978K | 0.21% | 111 |
|
|
2020
Q4 | $2.37M | Buy |
23,068
+5,695
| +33% | +$585K | 0.18% | 133 |
|
|
2020
Q3 | $1.13M | Buy |
+17,373
| New | +$1.13M | 0.1% | 219 |
|