Waverly Advisors’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,782
| Closed | -$206K | – | 1016 |
|
|
2024
Q3 | $206K | Buy |
+4,782
| New | +$206K | ﹤0.01% | 769 |
|
|
2015
Q4 | – | Sell |
-102
| Closed | -$3K | – | 359 |
|
|
2015
Q3 | $3K | Buy |
102
+92
| +920% | +$2.71K | ﹤0.01% | 402 |
|
|
2015
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 395 |
|