Stelac Advisory Services’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,940
| Closed | -$616K | – | 164 |
|
|
2023
Q1 | $616K | Buy |
7,940
+340
| +4% | +$26.4K | 0.27% | 62 |
|
|
2022
Q4 | $554K | Sell |
7,600
-300
| -4% | -$21.9K | 0.25% | 65 |
|
|
2022
Q3 | $582K | Hold |
7,900
| – | – | 0.26% | 57 |
|
|
2022
Q2 | $564K | Sell |
7,900
-340
| -4% | -$24.3K | 0.23% | 64 |
|
|
2022
Q1 | $622K | Buy |
8,240
+2,770
| +51% | +$209K | 0.22% | 52 |
|
|
2021
Q4 | $421K | Hold |
5,470
| – | – | 0.11% | 109 |
|
|
2021
Q3 | $437K | Hold |
5,470
| – | – | 0.12% | 128 |
|
|
2021
Q2 | $489K | Buy |
+5,470
| New | +$489K | 0.11% | 128 |
|