OIA
OneDigital Investment Advisors’s Invesco Solar ETF TAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,505
| Closed | -$258K | – | 853 |
|
|
2022
Q3 | $258K | Buy |
+3,505
| New | +$258K | 0.01% | 642 |
|
|
2022
Q2 | – | Sell |
-2,834
| Closed | -$214K | – | 781 |
|
|
2022
Q1 | $214K | Buy |
2,834
+92
| +3% | +$6.95K | 0.01% | 678 |
|
|
2021
Q4 | $211K | Buy |
+2,742
| New | +$211K | 0.01% | 696 |
|
|
2019
Q3 | – | Sell |
-150
| Closed | -$4K | – | 1039 |
|
|
2019
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 1068 |
|
|
2019
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 1039 |
|
|
2018
Q4 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 1016 |
|
|
2018
Q3 | – | Sell |
-150
| Closed | -$3K | – | 1224 |
|
|
2018
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 1234 |
|
|
2018
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 1119 |
|
|
2017
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 958 |
|
|
2017
Q2 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 1131 |
|