Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-60
| Closed | -$1.99K | – | 1677 |
|
|
2024
Q4 | $1.99K | Hold |
60
| – | – | ﹤0.01% | 1854 |
|
|
2024
Q3 | $2.59K | Hold |
60
| – | – | ﹤0.01% | 1622 |
|
|
2024
Q2 | $2.41K | Buy |
60
+14
| +30% | +$563 | ﹤0.01% | 1340 |
|
|
2024
Q1 | $2.09K | Hold |
46
| – | – | ﹤0.01% | 1245 |
|
|
2023
Q4 | $2.46K | Hold |
46
| – | – | ﹤0.01% | 1168 |
|
|
2023
Q3 | $2.38K | Sell |
46
-135
| -75% | -$6.99K | ﹤0.01% | 1132 |
|
|
2023
Q2 | $12.9K | Sell |
181
-8
| -4% | -$571 | ﹤0.01% | 620 |
|
|
2023
Q1 | $14.7K | Buy |
+189
| New | +$14.7K | ﹤0.01% | 653 |
|