WealthShield Partners’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
Q2 | $44.7K | Hold |
1,304
| – | – | 0.01% | 425 |
|
|
2025
Q1 | $39.7K | Hold |
1,304
| – | – | 0.01% | 420 |
|
|
2024
Q4 | $43.2K | Sell |
1,304
-152
| -10% | -$5.03K | 0.01% | 385 |
|
|
2024
Q3 | $62.8K | Sell |
1,456
-38
| -3% | -$1.64K | 0.01% | 379 |
|
|
2024
Q2 | $60.1K | Hold |
1,494
| – | – | 0.01% | 352 |
|
|
2024
Q1 | $67.8K | Buy |
1,494
+67
| +5% | +$3.04K | 0.01% | 339 |
|
|
2023
Q4 | $76.1K | Buy |
1,427
+5
| +0.4% | +$267 | 0.01% | 341 |
|
|
2023
Q3 | $73.6K | Sell |
1,422
-15
| -1% | -$777 | 0.01% | 355 |
|
|
2023
Q2 | $103K | Hold |
1,437
| – | – | 0.02% | 340 |
|
|
2023
Q1 | $112K | Buy |
+1,437
| New | +$112K | 0.02% | 330 |
|