Sargent Bickham Lagudis’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
Q4 | $93.8K | Sell |
1,286
-173
| -12% | -$12.6K | 0.01% | 347 |
|
|
2022
Q3 | $107K | Sell |
1,459
-51
| -3% | -$3.74K | 0.01% | 311 |
|
|
2022
Q2 | $108K | Sell |
1,510
-107
| -7% | -$7.65K | 0.01% | 311 |
|
|
2022
Q1 | $122K | Buy |
1,617
+694
| +75% | +$52.4K | 0.01% | 307 |
|
|
2021
Q4 | $71K | Hold |
923
| – | – | 0.01% | 394 |
|
|
2021
Q3 | $74K | Hold |
923
| – | – | 0.01% | 375 |
|
|
2021
Q2 | $82K | Hold |
923
| – | – | 0.01% | 370 |
|
|
2021
Q1 | $85K | Buy |
923
+21
| +2% | +$1.93K | 0.01% | 357 |
|
|
2020
Q4 | $93K | Buy |
902
+14
| +2% | +$1.44K | 0.01% | 340 |
|
|
2020
Q3 | $58K | Buy |
888
+279
| +46% | +$18.2K | 0.01% | 362 |
|
|
2020
Q2 | $22K | Sell |
609
-341
| -36% | -$12.3K | ﹤0.01% | 475 |
|
|
2020
Q1 | $24K | Sell |
950
-220
| -19% | -$5.56K | ﹤0.01% | 435 |
|
|
2019
Q4 | $36K | Sell |
1,170
-246
| -17% | -$7.57K | ﹤0.01% | 429 |
|
|
2019
Q3 | $42K | Hold |
1,416
| – | – | 0.01% | 371 |
|
|
2019
Q2 | $40K | Hold |
1,416
| – | – | ﹤0.01% | 398 |
|
|
2019
Q1 | $33K | Hold |
1,416
| – | – | ﹤0.01% | 446 |
|
|
2018
Q4 | $26K | Hold |
1,416
| – | – | ﹤0.01% | 454 |
|
|
2018
Q3 | $29K | Hold |
1,416
| – | – | ﹤0.01% | 446 |
|
|
2018
Q2 | $33K | Hold |
1,416
| – | – | ﹤0.01% | 423 |
|
|
2018
Q1 | $35K | Buy |
1,416
+124
| +10% | +$3.07K | ﹤0.01% | 417 |
|
|
2017
Q4 | $32K | Hold |
1,292
| – | – | ﹤0.01% | 434 |
|
|
2017
Q3 | $28K | Buy |
1,292
+620
| +92% | +$13.4K | ﹤0.01% | 451 |
|
|
2017
Q2 | $13K | Buy |
672
+115
| +21% | +$2.23K | ﹤0.01% | 539 |
|
|
2017
Q1 | $10K | Sell |
557
-656
| -54% | -$11.8K | ﹤0.01% | 600 |
|
|
2016
Q4 | $20K | Sell |
1,213
-756
| -38% | -$12.5K | ﹤0.01% | 462 |
|
|
2016
Q3 | $40 | Sell |
1,969
-336
| -15% | -$7 | 0.01% | 388 |
|
|
2016
Q2 | $48K | Buy |
2,305
+427
| +23% | +$8.89K | 0.01% | 344 |
|
|
2016
Q1 | $43K | Buy |
+1,878
| New | +$43K | 0.01% | 383 |
|