Stonehage Fleming Financial 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,040
| Closed | -$80.7K | – | 296 |
|
2024
Q1 | $80.7K | Buy |
+1,040
| New | +$80.7K | 0.01% | 120 |
|
2023
Q2 | – | Sell |
-1,040
| Closed | -$80.7K | – | 238 |
|
2023
Q1 | $80.7K | Hold |
1,040
| – | – | 0.01% | 120 |
|
2022
Q4 | $75.9K | Hold |
1,040
| – | – | 0.01% | 117 |
|
2022
Q3 | $76K | Buy |
1,040
+490
| +89% | +$35.8K | 0.01% | 122 |
|
2022
Q2 | $39K | Buy |
+550
| New | +$39K | ﹤0.01% | 201 |
|