Purus Wealth Management’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
Q2 | – | Sell |
-8,125
| Closed | -$369K | – | 118 |
|
2024
Q1 | $369K | Sell |
8,125
-566
| -7% | -$25.7K | 0.18% | 76 |
|
2023
Q4 | $464K | Sell |
8,691
-455
| -5% | -$24.3K | 0.27% | 70 |
|
2023
Q3 | $474K | Sell |
9,146
-35
| -0.4% | -$1.81K | 0.32% | 59 |
|
2023
Q2 | $656K | Sell |
9,181
-1,740
| -16% | -$124K | 0.43% | 50 |
|
2023
Q1 | $848K | Sell |
10,921
-212
| -2% | -$16.5K | 0.67% | 37 |
|
2022
Q4 | $812K | Sell |
11,133
-42
| -0.4% | -$3.06K | 0.74% | 35 |
|
2022
Q3 | $823K | Sell |
11,175
-162
| -1% | -$11.9K | 0.76% | 33 |
|
2022
Q2 | $809K | Sell |
11,337
-88
| -0.8% | -$6.28K | 0.72% | 34 |
|
2022
Q1 | $862K | Sell |
11,425
-591
| -5% | -$44.6K | 0.6% | 40 |
|
2021
Q4 | $925K | Buy |
12,016
+6,529
| +119% | +$503K | 0.58% | 43 |
|
2021
Q3 | $439K | Buy |
5,487
+92
| +2% | +$7.36K | 0.3% | 60 |
|
2021
Q2 | $482K | Sell |
5,395
-437
| -7% | -$39K | 0.35% | 57 |
|
2021
Q1 | $535K | Buy |
5,832
+1,114
| +24% | +$102K | 0.45% | 51 |
|
2020
Q4 | $485K | Buy |
+4,718
| New | +$485K | 0.43% | 47 |
|