SWM
Strategic Wealth Management’s Invesco Solar ETF TAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.44M | Buy |
44,625
+8,250
| +23% | +$635K | 1.7% | 23 |
|
|
2021
Q3 | $2.91M | Buy |
36,375
+2,595
| +8% | +$207K | 1.51% | 25 |
|
|
2021
Q2 | $3.02M | Sell |
33,780
-920
| -3% | -$82.2K | 1.63% | 22 |
|
|
2021
Q1 | $3.18M | Hold |
34,700
| – | – | 1.91% | 17 |
|
|
2020
Q4 | $3.57M | Sell |
34,700
-735
| -2% | -$75.5K | 2.19% | 15 |
|
|
2020
Q3 | $2.3M | Buy |
+35,435
| New | +$2.3M | 1.71% | 22 |
|