Wealthspire Advisors (Maryland)’s Invesco Solar ETF TAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$250K	Buy	+3,858	New	+$194K	0.01%	389
2019 Q2	–	Sell	-4,800	Closed	-$111K	–	1879
2019 Q1	$111K	Hold	4,800	–	–	0.01%	606
2018 Q4	$89K	Hold	4,800	–	–	0.01%	644
2018 Q3	$100K	Hold	4,800	–	–	0.01%	685
2018 Q2	$111K	Hold	4,800	–	–	0.01%	667
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	+$103K	0.01%	691
2017 Q2	–	Sell	-300	Closed	-$5K	–	2276
2017 Q1	$5K	Hold	300	–	–	﹤0.01%	1530
2016 Q4	$5K	Hold	300	–	–	﹤0.01%	1393
2016 Q3	$6K	Sell	300 -419	-58%	-$8.85K	﹤0.01%	1363
2016 Q2	$15K	Buy	719 +419	+140%	+$9.21K	﹤0.01%	1102
2016 Q1	$7K	Hold	300	–	–	﹤0.01%	1264
2015 Q4	$9K	Buy	+300	New	+$8.83K	﹤0.01%	1226