Oliver Lagore Vanvalin Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-21
| Closed | -$844 | – | 758 |
|
2024
Q2 | $844 | Hold |
21
| – | – | ﹤0.01% | 651 |
|
2024
Q1 | $953 | Sell |
21
-65
| -76% | -$2.95K | ﹤0.01% | 646 |
|
2023
Q4 | $4.59K | Hold |
86
| – | – | ﹤0.01% | 531 |
|
2023
Q3 | $4.45K | Sell |
86
-3
| -3% | -$155 | ﹤0.01% | 567 |
|
2023
Q2 | $6.36K | Sell |
89
-5,570
| -98% | -$398K | ﹤0.01% | 540 |
|
2023
Q1 | $439K | Sell |
5,659
-41,650
| -88% | -$3.23M | 0.19% | 57 |
|
2022
Q4 | $3.45M | Buy |
47,309
+19,116
| +68% | +$1.39M | 1.95% | 9 |
|
2022
Q3 | $2.08M | Buy |
28,193
+24,918
| +761% | +$1.83M | 1.34% | 16 |
|
2022
Q2 | $234K | Buy |
3,275
+593
| +22% | +$42.4K | 0.14% | 81 |
|
2022
Q1 | $197K | Buy |
+2,682
| New | +$197K | 0.13% | 97 |
|