Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-583
| Closed | -$31.1K | – | 661 |
|
|
2023
Q4 | $31.1K | Hold |
583
| – | – | 0.02% | 397 |
|
|
2023
Q3 | $30.2K | Buy |
583
+164
| +39% | +$8.49K | 0.02% | 420 |
|
|
2023
Q2 | $29.9K | Buy |
+419
| New | +$29.9K | 0.01% | 432 |
|
|
2020
Q2 | – | Sell |
-700
| Closed | -$18K | – | 927 |
|
|
2020
Q1 | $18K | Hold |
700
| – | – | 0.01% | 599 |
|
|
2019
Q4 | $22K | Hold |
700
| – | – | 0.01% | 654 |
|
|
2019
Q3 | $21K | Buy |
+700
| New | +$21K | 0.01% | 676 |
|