Stonebridge Financial Planning Group’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
Q4 | – | Sell |
-6,372
| Closed | -$330K | – | 155 |
|
|
2023
Q3 | $330K | Sell |
6,372
-3,312
| -34% | -$172K | 0.21% | 107 |
|
|
2023
Q2 | $692K | Buy |
9,684
+101
| +1% | +$7.21K | 0.42% | 64 |
|
|
2023
Q1 | $744K | Sell |
9,583
-640
| -6% | -$49.7K | 0.48% | 63 |
|
|
2022
Q4 | $746K | Buy |
10,223
+1,425
| +16% | +$104K | 0.5% | 62 |
|
|
2022
Q3 | $648K | Buy |
+8,798
| New | +$648K | 0.45% | 60 |
|
|
2022
Q1 | – | Sell |
-75
| Closed | -$5K | – | 338 |
|
|
2021
Q4 | $5K | Sell |
75
-100
| -57% | -$6.67K | ﹤0.01% | 374 |
|
|
2021
Q3 | $17K | Hold |
175
| – | – | 0.01% | 310 |
|
|
2021
Q2 | $16K | Buy |
175
+100
| +133% | +$9.14K | 0.01% | 321 |
|
|
2021
Q1 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 384 |
|