Stamos Capital Partners’s Invesco Solar ETF TAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-6,470
Closed -$517K 62
2021
Q3
$517K Buy
6,470
+240
+4% +$19.2K 0.29% 41
2021
Q2
$557K Buy
6,230
+2,330
+60% +$208K 0.29% 41
2021
Q1
$358K Hold
3,900
0.18% 46
2020
Q4
$401K Buy
+3,900
New +$401K 0.17% 49