Sterling Investment Advisors (Pennsylvania)’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$14K | – | 468 |
|
|
2022
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 366 |
|
|
2022
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 394 |
|
|
2021
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 397 |
|
|
2021
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 390 |
|
|
2021
Q2 | $18K | Buy |
+200
| New | +$18K | 0.01% | 369 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$29K | – | 437 |
|
|
2019
Q3 | $29K | Hold |
1,000
| – | – | 0.01% | 258 |
|
|
2019
Q2 | $28K | Buy |
+1,000
| New | +$28K | 0.01% | 267 |
|