VAFP
Vahanian & Associates Financial Planning’s Invesco Solar ETF TAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,876
| Closed | -$920K | – | 66 |
|
|
2023
Q2 | $920K | Sell |
12,876
-268
| -2% | -$19.1K | 2.91% | 10 |
|
|
2023
Q1 | $1.02M | Sell |
13,144
-691
| -5% | -$53.6K | 2.83% | 6 |
|
|
2022
Q4 | $1.01M | Buy |
13,835
+3,705
| +37% | +$270K | 3.3% | 6 |
|
|
2022
Q3 | $746K | Buy |
+10,130
| New | +$746K | 2.57% | 12 |
|