Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.1K | Sell |
1,434
-276
| -16% | -$9.46K | ﹤0.01% | 1199 |
|
|
2025
Q1 | $52.1K | Buy |
1,710
+91
| +6% | +$2.77K | ﹤0.01% | 1265 |
|
|
2024
Q4 | $53.6K | Sell |
1,619
-1,116
| -41% | -$37K | ﹤0.01% | 1257 |
|
|
2024
Q3 | $118K | Sell |
2,735
-655
| -19% | -$28.2K | ﹤0.01% | 867 |
|
|
2024
Q2 | $136K | Sell |
3,390
-3,922
| -54% | -$158K | ﹤0.01% | 819 |
|
|
2024
Q1 | $332K | Buy |
7,312
+74
| +1% | +$3.36K | 0.01% | 637 |
|
|
2023
Q4 | $311K | Buy |
7,238
+1,479
| +26% | +$63.5K | 0.01% | 640 |
|
|
2023
Q3 | $298K | Buy |
5,759
+2,048
| +55% | +$106K | 0.01% | 595 |
|
|
2023
Q2 | $265K | Sell |
3,711
-1,842
| -33% | -$132K | 0.01% | 641 |
|
|
2023
Q1 | $431K | Buy |
5,553
+3,242
| +140% | +$252K | 0.02% | 528 |
|
|
2022
Q4 | $169K | Sell |
2,311
-3,063
| -57% | -$224K | 0.01% | 595 |
|
|
2022
Q3 | $396K | Sell |
5,374
-1,045
| -16% | -$77K | 0.02% | 380 |
|
|
2022
Q2 | $458K | Sell |
6,419
-3,604
| -36% | -$257K | 0.02% | 502 |
|
|
2022
Q1 | $756K | Sell |
10,023
-1,190
| -11% | -$89.8K | 0.02% | 457 |
|
|
2021
Q4 | $863K | Buy |
11,213
+372
| +3% | +$28.6K | 0.02% | 513 |
|
|
2021
Q3 | $867K | Sell |
10,841
-3,721
| -26% | -$298K | 0.02% | 442 |
|
|
2021
Q2 | $1.27M | Sell |
14,562
-1,146
| -7% | -$100K | 0.03% | 366 |
|
|
2021
Q1 | $1.44M | Buy |
+15,708
| New | +$1.44M | 0.04% | 353 |
|