Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71K | Hold |
50
| – | – | ﹤0.01% | 674 |
|
|
2025
Q1 | $1.52K | Hold |
50
| – | – | ﹤0.01% | 701 |
|
|
2024
Q4 | $1.66K | Hold |
50
| – | – | ﹤0.01% | 794 |
|
|
2024
Q3 | $2.16K | Sell |
50
-61
| -55% | -$2.63K | ﹤0.01% | 749 |
|
|
2024
Q2 | $4.46K | Buy |
111
+1
| +0.9% | +$40 | ﹤0.01% | 657 |
|
|
2024
Q1 | $4.99K | Hold |
110
| – | – | ﹤0.01% | 690 |
|
|
2023
Q4 | $5.87K | Hold |
110
| – | – | ﹤0.01% | 630 |
|
|
2023
Q3 | $5.7K | Sell |
110
-78
| -41% | -$4.04K | ﹤0.01% | 588 |
|
|
2023
Q2 | $13.4K | Buy |
188
+60
| +47% | +$4.29K | ﹤0.01% | 510 |
|
|
2023
Q1 | $9.94K | Hold |
128
| – | – | ﹤0.01% | 563 |
|
|
2022
Q4 | $9.34K | Hold |
128
| – | – | ﹤0.01% | 591 |
|
|
2022
Q3 | $9K | Buy |
+128
| New | +$9K | ﹤0.01% | 605 |
|
|
2022
Q2 | – | Sell |
-25
| Closed | -$2K | – | 1066 |
|
|
2022
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 754 |
|