Tradition Wealth Management’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
Q1 | – | Sell |
-592
| Closed | -$32K | – | 1093 |
|
|
2023
Q4 | $32K | Buy |
592
+1
| +0.2% | +$54 | ﹤0.01% | 737 |
|
|
2023
Q3 | $31K | Hold |
591
| – | – | ﹤0.01% | 732 |
|
|
2023
Q2 | $42K | Hold |
591
| – | – | ﹤0.01% | 685 |
|
|
2023
Q1 | $46K | Sell |
591
-8
| -1% | -$623 | 0.01% | 633 |
|
|
2022
Q4 | $44K | Sell |
599
-102
| -15% | -$7.49K | 0.01% | 567 |
|
|
2022
Q3 | $52K | Hold |
701
| – | – | 0.01% | 501 |
|
|
2022
Q2 | $50K | Hold |
701
| – | – | 0.01% | 458 |
|
|
2022
Q1 | $53K | Sell |
701
-194
| -22% | -$14.7K | 0.01% | 507 |
|
|
2021
Q4 | $69K | Buy |
895
+194
| +28% | +$15K | 0.01% | 467 |
|
|
2021
Q3 | $56K | Hold |
701
| – | – | 0.01% | 481 |
|
|
2021
Q2 | $63K | Sell |
701
-2
| -0.3% | -$180 | 0.01% | 479 |
|
|
2021
Q1 | $65K | Buy |
703
+133
| +23% | +$12.3K | 0.01% | 388 |
|
|
2020
Q4 | $59K | Buy |
+570
| New | +$59K | 0.01% | 378 |
|