Wealthspire Advisors (New York)’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,373
| Closed | -$241K | – | 617 |
|
|
2023
Q2 | $241K | Hold |
3,373
| – | – | ﹤0.01% | 489 |
|
|
2023
Q1 | $262K | Sell |
3,373
-1,446
| -30% | -$112K | ﹤0.01% | 461 |
|
|
2022
Q4 | $351K | Sell |
4,819
-252
| -5% | -$18.4K | 0.01% | 428 |
|
|
2022
Q3 | $373K | Buy |
5,071
+1,446
| +40% | +$106K | 0.01% | 383 |
|
|
2022
Q2 | $259K | Hold |
3,625
| – | – | 0.01% | 432 |
|
|
2022
Q1 | $274K | Hold |
3,625
| – | – | 0.01% | 368 |
|
|
2021
Q4 | $279K | Sell |
3,625
-455
| -11% | -$35K | 0.01% | 436 |
|
|
2021
Q3 | $326K | Buy |
4,080
+1,170
| +40% | +$93.5K | 0.01% | 450 |
|
|
2021
Q2 | $260K | Sell |
2,910
-1,407
| -33% | -$126K | 0.01% | 318 |
|
|
2021
Q1 | $396K | Buy |
4,317
+721
| +20% | +$66.1K | 0.01% | 464 |
|
|
2020
Q4 | $370K | Buy |
+3,596
| New | +$370K | 0.01% | 371 |
|