United Asset Strategies’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
Q3 | – | Sell |
-3,143
| Closed | -$224K | – | 242 |
|
2023
Q2 | $224K | Sell |
3,143
-49
| -2% | -$3.5K | 0.03% | 211 |
|
2023
Q1 | $248K | Buy |
3,192
+190
| +6% | +$14.8K | 0.03% | 206 |
|
2022
Q4 | $219K | Buy |
3,002
+186
| +7% | +$13.6K | 0.03% | 214 |
|
2022
Q3 | $207K | Buy |
+2,816
| New | +$207K | 0.03% | 193 |
|
2021
Q4 | – | Sell |
-7,790
| Closed | -$623K | – | 225 |
|
2021
Q3 | $623K | Buy |
7,790
+418
| +6% | +$33.4K | 0.08% | 136 |
|
2021
Q2 | $659K | Buy |
+7,372
| New | +$659K | 0.09% | 132 |
|