Strategic Wealth Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1K | Buy |
+441
| New | +$15.1K | 0.02% | 81 |
|
|
2025
Q1 | – | Sell |
-8,786
| Closed | -$291K | – | 106 |
|
|
2024
Q4 | $291K | Sell |
8,786
-697
| -7% | -$23.1K | 0.03% | 114 |
|
|
2024
Q3 | $405K | Sell |
9,483
-32,087
| -77% | -$1.37M | 0.04% | 100 |
|
|
2024
Q2 | $1.63M | Buy |
+41,570
| New | +$1.63M | 0.21% | 63 |
|
|
2023
Q4 | $674K | Buy |
12,630
+1,153
| +10% | +$61.5K | 0.1% | 64 |
|
|
2023
Q3 | $594K | Buy |
11,477
+92
| +0.8% | +$4.77K | 0.11% | 65 |
|
|
2023
Q2 | $813K | Buy |
11,385
+236
| +2% | +$16.9K | 0.13% | 76 |
|
|
2023
Q1 | $866K | Buy |
11,149
+763
| +7% | +$59.2K | 0.16% | 75 |
|
|
2022
Q4 | $849K | Buy |
10,386
+60
| +0.6% | +$4.91K | 0.2% | 58 |
|
|
2022
Q3 | $760K | Buy |
10,326
+576
| +6% | +$42.4K | 0.22% | 54 |
|
|
2022
Q2 | $696K | Sell |
9,750
-237
| -2% | -$16.9K | 0.17% | 83 |
|
|
2022
Q1 | $754K | Buy |
9,987
+1,968
| +25% | +$149K | 0.18% | 58 |
|
|
2021
Q4 | $617K | Buy |
8,019
+459
| +6% | +$35.3K | 0.16% | 58 |
|
|
2021
Q3 | $605K | Buy |
7,560
+1,711
| +29% | +$137K | 0.18% | 56 |
|
|
2021
Q2 | $523K | Buy |
5,849
+1,656
| +39% | +$148K | 0.19% | 55 |
|
|
2021
Q1 | $385K | Buy |
4,193
+154
| +4% | +$14.1K | 0.18% | 55 |
|
|
2020
Q4 | $415K | Sell |
4,039
-1,578
| -28% | -$162K | 0.24% | 58 |
|
|
2020
Q3 | $364K | Buy |
+5,617
| New | +$364K | 0.27% | 63 |
|