Truepoint Inc’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 |
-14,000
| Closed | -$747K | – | 229 |
|
|
2023
Q4 | $747K | Sell |
14,000
-15,500
| -53% | -$827K | 0.02% | 105 |
|
|
2023
Q3 | $1.53M | Hold |
29,500
| – | – | 0.05% | 61 |
|
|
2023
Q2 | $2.11M | Hold |
29,500
| – | – | 0.07% | 49 |
|
|
2023
Q1 | $2.29M | Hold |
29,500
| – | – | 0.08% | 44 |
|
|
2022
Q4 | $2.15M | Buy |
+29,500
| New | +$2.15M | 0.08% | 47 |
|