Stevard LLC’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,691
| Closed | -$250K | – | 57 |
|
|
2023
Q4 | $250K | Sell |
4,691
-180
| -4% | -$9.6K | 0.25% | 45 |
|
|
2023
Q3 | $252K | Hold |
4,871
| – | – | 0.26% | 39 |
|
|
2023
Q2 | $348K | Hold |
4,871
| – | – | 0.33% | 34 |
|
|
2023
Q1 | $378K | Hold |
4,871
| – | – | 0.36% | 33 |
|
|
2022
Q4 | $355K | Buy |
4,871
+350
| +8% | +$25.5K | 0.3% | 37 |
|
|
2022
Q3 | $333K | Buy |
+4,521
| New | +$333K | 0.31% | 40 |
|
|
2022
Q1 | $316K | Buy |
+4,183
| New | +$316K | 0.24% | 43 |
|