Patriot Financial Group Insurance Agency’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13
| Closed | -$1K | – | 1790 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1951 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1978 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 2083 |
|
|
2021
Q3 | $1K | Sell |
13
-636
| -98% | -$48.9K | ﹤0.01% | 2094 |
|
|
2021
Q2 | $58K | Buy |
649
+50
| +8% | +$4.47K | 0.01% | 795 |
|
|
2021
Q1 | $55K | Buy |
599
+586
| +4,508% | +$53.8K | 0.01% | 739 |
|
|
2020
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1804 |
|
|
2020
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1609 |
|
|
2020
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 1841 |
|
|
2020
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 1739 |
|
|
2019
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 1452 |
|
|
2019
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 1464 |
|
|
2019
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1334 |
|
|
2019
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 1412 |
|
|
2018
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 1243 |
|
|
2018
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 946 |
|