The Family Firm’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 | $522K | Sell |
15,247
-298
| -2% | -$10.2K | 0.13% | 79 |
|
|
2025
Q1 | $474K | Buy |
15,545
+241
| +2% | +$7.34K | 0.11% | 121 |
|
|
2024
Q4 | $507K | Sell |
15,304
-59
| -0.4% | -$1.95K | 0.11% | 111 |
|
|
2024
Q3 | $662K | Sell |
15,363
-32
| -0.2% | -$1.38K | 0.15% | 101 |
|
|
2024
Q2 | $619K | Sell |
15,395
-226
| -1% | -$9.09K | 0.14% | 98 |
|
|
2024
Q1 | $709K | Buy |
15,621
+1,189
| +8% | +$53.9K | 0.17% | 91 |
|
|
2023
Q4 | $770K | Buy |
14,432
+3
| +0% | +$160 | 0.2% | 84 |
|
|
2023
Q3 | $747K | Buy |
14,429
+3,052
| +27% | +$158K | 0.21% | 80 |
|
|
2023
Q2 | $813K | Buy |
11,377
+133
| +1% | +$9.5K | 0.21% | 81 |
|
|
2023
Q1 | $873K | Buy |
11,244
+1,543
| +16% | +$120K | 0.24% | 73 |
|
|
2022
Q4 | $708K | Buy |
9,701
+2,274
| +31% | +$166K | 0.21% | 86 |
|
|
2022
Q3 | $547K | Sell |
7,427
-504
| -6% | -$37.1K | 0.17% | 91 |
|
|
2022
Q2 | $566K | Buy |
7,931
+1,127
| +17% | +$80.4K | 0.17% | 93 |
|
|
2022
Q1 | $513K | Buy |
6,804
+1,913
| +39% | +$144K | 0.13% | 97 |
|
|
2021
Q4 | $376K | Buy |
4,891
+1,044
| +27% | +$80.3K | 0.1% | 124 |
|
|
2021
Q3 | $347K | Buy |
3,847
+180
| +5% | +$16.2K | 0.09% | 128 |
|
|
2021
Q2 | $328K | Buy |
+3,667
| New | +$328K | 0.09% | 125 |
|
|
2021
Q1 | – | Sell |
-2,450
| Closed | -$262K | – | 172 |
|
|
2020
Q4 | $262K | Buy |
+2,450
| New | +$262K | 0.08% | 137 |
|