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