Wealthspire Advisors (Maryland)’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $250K | Buy |
+3,858
| New | +$250K | 0.01% | 388 |
|
|
2019
Q2 | – | Sell |
-4,800
| Closed | -$111K | – | 1878 |
|
|
2019
Q1 | $111K | Hold |
4,800
| – | – | 0.01% | 606 |
|
|
2018
Q4 | $89K | Hold |
4,800
| – | – | 0.01% | 643 |
|
|
2018
Q3 | $100K | Hold |
4,800
| – | – | 0.01% | 683 |
|
|
2018
Q2 | $111K | Hold |
4,800
| – | – | 0.01% | 666 |
|
|
2018
Q1 | $118K | Hold |
4,800
| – | – | 0.01% | 651 |
|
|
2017
Q4 | $121K | Hold |
4,800
| – | – | 0.01% | 642 |
|
|
2017
Q3 | $104K | Buy |
+4,800
| New | +$104K | 0.01% | 691 |
|
|
2017
Q2 | – | Sell |
-300
| Closed | -$5K | – | 2276 |
|
|
2017
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 1529 |
|
|
2016
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 1393 |
|
|
2016
Q3 | $6K | Sell |
300
-419
| -58% | -$8.38K | ﹤0.01% | 1363 |
|
|
2016
Q2 | $15K | Buy |
719
+419
| +140% | +$8.74K | ﹤0.01% | 1102 |
|
|
2016
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 1264 |
|
|
2015
Q4 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 1226 |
|