Ten Capital Wealth Advisors’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
Q2 | – | Sell |
-813
| Closed | -$63.1K | – | 510 |
|
2023
Q1 | $63.1K | Hold |
813
| – | – | 0.02% | 202 |
|
2022
Q4 | $59.3K | Hold |
813
| – | – | 0.02% | 163 |
|
2022
Q3 | $60K | Hold |
813
| – | – | 0.03% | 145 |
|
2022
Q2 | $58K | Hold |
813
| – | – | 0.03% | 142 |
|
2022
Q1 | $61K | Hold |
813
| – | – | 0.03% | 139 |
|
2021
Q4 | $63K | Hold |
813
| – | – | 0.03% | 116 |
|
2021
Q3 | $65K | Hold |
813
| – | – | 0.03% | 112 |
|
2021
Q2 | $73K | Hold |
813
| – | – | 0.02% | 158 |
|
2021
Q1 | $74K | Buy |
813
+415
| +104% | +$37.8K | 0.02% | 153 |
|
2020
Q4 | $41K | Buy |
+398
| New | +$41K | 0.01% | 179 |
|