Private Wealth Advisors (California)’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 |
-11,362
| Closed | -$857K | – | 87 |
|
|
2022
Q1 | $857K | Buy |
11,362
+1,606
| +16% | +$121K | 0.27% | 53 |
|
|
2021
Q4 | $751K | Sell |
9,756
-1,826
| -16% | -$141K | 0.16% | 53 |
|
|
2021
Q3 | $1.05M | Buy |
11,582
+1,708
| +17% | +$155K | 0.25% | 58 |
|
|
2021
Q2 | $882K | Buy |
9,874
+3,054
| +45% | +$273K | 0.27% | 58 |
|
|
2021
Q1 | $626K | Buy |
+6,820
| New | +$626K | 0.21% | 58 |
|