Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-210
| Closed | -$15K | – | 669 |
|
|
2022
Q3 | $15K | Buy |
210
+40
| +24% | +$2.86K | 0.01% | 364 |
|
|
2022
Q2 | $12K | Buy |
+170
| New | +$12K | 0.01% | 416 |
|
|
2022
Q1 | – | Sell |
-357
| Closed | -$27K | – | 607 |
|
|
2021
Q4 | $27K | Hold |
357
| – | – | 0.02% | 352 |
|
|
2021
Q3 | $35K | Sell |
357
-82
| -19% | -$8.04K | 0.03% | 293 |
|
|
2021
Q2 | $39K | Sell |
439
-85
| -16% | -$7.55K | 0.03% | 289 |
|
|
2021
Q1 | $48K | Buy |
+524
| New | +$48K | 0.04% | 234 |
|