SOA Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Hold |
146
| – | – | ﹤0.01% | 656 |
|
|
2025
Q1 | $4.45K | Hold |
146
| – | – | ﹤0.01% | 644 |
|
|
2024
Q4 | $4.84K | Hold |
146
| – | – | ﹤0.01% | 623 |
|
|
2024
Q3 | $6.29K | Hold |
146
| – | – | ﹤0.01% | 585 |
|
|
2024
Q2 | $5.87K | Sell |
146
-63
| -30% | -$2.53K | ﹤0.01% | 591 |
|
|
2024
Q1 | $9.49K | Hold |
209
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $11.2K | Hold |
209
| – | – | ﹤0.01% | 512 |
|
|
2023
Q3 | $10.8K | Hold |
209
| – | – | ﹤0.01% | 514 |
|
|
2023
Q2 | $14.9K | Hold |
209
| – | – | ﹤0.01% | 476 |
|
|
2023
Q1 | $16.2K | Hold |
209
| – | – | ﹤0.01% | 461 |
|
|
2022
Q4 | $15.2K | Hold |
209
| – | – | ﹤0.01% | 454 |
|
|
2022
Q3 | $15K | Hold |
209
| – | – | ﹤0.01% | 444 |
|
|
2022
Q2 | $14K | Buy |
209
+146
| +232% | +$9.78K | ﹤0.01% | 448 |
|
|
2022
Q1 | $4K | Hold |
63
| – | – | ﹤0.01% | 728 |
|
|
2021
Q4 | $4K | Sell |
63
-18
| -22% | -$1.14K | ﹤0.01% | 707 |
|
|
2021
Q3 | $6K | Hold |
81
| – | – | ﹤0.01% | 669 |
|
|
2021
Q2 | $7K | Hold |
81
| – | – | ﹤0.01% | 632 |
|
|
2021
Q1 | $7K | Hold |
81
| – | – | ﹤0.01% | 584 |
|
|
2020
Q4 | $9K | Buy |
+81
| New | +$9K | ﹤0.01% | 533 |
|