Personal Wealth Partners’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
Q2 | – | Sell |
-15,005
| Closed | -$1.13M | – | 59 |
|
|
2022
Q1 | $1.13M | Hold |
15,005
| – | – | 0.49% | 26 |
|
|
2021
Q4 | $1.16M | Hold |
15,005
| – | – | 0.48% | 27 |
|
|
2021
Q3 | $1.2M | Hold |
15,005
| – | – | 0.51% | 28 |
|
|
2021
Q2 | $1.34M | Hold |
15,005
| – | – | 0.54% | 25 |
|
|
2021
Q1 | $1.38M | Hold |
15,005
| – | – | 0.62% | 25 |
|
|
2020
Q4 | $1.54M | Hold |
15,005
| – | – | 0.72% | 19 |
|
|
2020
Q3 | $972K | Hold |
15,005
| – | – | 0.51% | 21 |
|
|
2020
Q2 | $542K | Hold |
15,005
| – | – | 0.3% | 34 |
|
|
2020
Q1 | $379K | Buy |
15,005
+7,705
| +106% | +$195K | 0.23% | 41 |
|
|
2019
Q4 | $225K | Buy |
7,300
+3,650
| +100% | +$113K | 0.1% | 60 |
|
|
2019
Q3 | $107K | Hold |
3,650
| – | – | 0.05% | 99 |
|
|
2019
Q2 | $103K | Buy |
+3,650
| New | +$103K | 0.05% | 87 |
|