Salem Investment Counselors’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% | 1048 |
|
2025
Q1 | $1.52K | Hold |
50
| – | – | ﹤0.01% | 1073 |
|
2024
Q4 | $1.66K | Buy |
+50
| New | +$1.66K | ﹤0.01% | 1048 |
|
2023
Q3 | – | Sell |
-264
| Closed | -$18.9K | – | 1172 |
|
2023
Q2 | $18.9K | Hold |
264
| – | – | ﹤0.01% | 702 |
|
2023
Q1 | $20.5K | Hold |
264
| – | – | ﹤0.01% | 685 |
|
2022
Q4 | $19.3K | Sell |
264
-75
| -22% | -$5.47K | ﹤0.01% | 665 |
|
2022
Q3 | $25K | Buy |
339
+75
| +28% | +$5.53K | ﹤0.01% | 602 |
|
2022
Q2 | $19K | Hold |
264
| – | – | ﹤0.01% | 669 |
|
2022
Q1 | $20K | Sell |
264
-3,330
| -93% | -$252K | ﹤0.01% | 650 |
|
2021
Q4 | $277K | Buy |
3,594
+264
| +8% | +$20.3K | 0.01% | 332 |
|
2021
Q3 | $266K | Buy |
3,330
+970
| +41% | +$77.5K | 0.01% | 306 |
|
2021
Q2 | $211K | Buy |
2,360
+1,460
| +162% | +$131K | 0.01% | 321 |
|
2021
Q1 | $83K | Buy |
+900
| New | +$83K | 0.01% | 384 |
|