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Southland Equity Partners’s Invesco Solar ETF TAN Stock Holding History

Southland Equity Partners’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,571
Closed -$336K – 177
2022
Q3 		$336K Buy
+4,571
New +$369K 0.17% 97

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Southland Equity Partners's TAN Position: Q4 2022 in Review

Southland Equity Partners sold out of Invesco Solar ETF (TAN) in Q4 2022, closing a stake of 4,571 shares — an estimated $336K sold.

Southland Equity Partners first reported a position in TAN in Q3 2022 and held it in 1 quarter. The position peaked at $336K in Q3 2022. 339 funds tracked by Wall St. Rank hold TAN as of Q4 2022.

  • Southland Equity Partners reported no remaining Invesco Solar ETF position as of Q4 2022 after selling out during the quarter.
  • Southland Equity Partners sold 4,571 Invesco Solar ETF shares in Q4 2022, an estimated $336K.
  • Southland Equity Partners first reported a position in Invesco Solar ETF in Q3 2022 and held it in 1 quarter.
  • Southland Equity Partners's Invesco Solar ETF position peaked at $336K in Q3 2022.
  • 339 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2022.

Based on Southland Equity Partners's 13F filing for Q4 2022, filed 2 Jan 2024.