Westside Investment Management’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 | $21.5K | Buy |
628
+150
| +31% | +$5.15K | ﹤0.01% | 657 |
|
|
2025
Q1 | $14.6K | Sell |
478
-100
| -17% | -$3.05K | ﹤0.01% | 624 |
|
|
2024
Q4 | $19.2K | Buy |
578
+1
| +0.2% | +$33 | ﹤0.01% | 575 |
|
|
2024
Q3 | $24.9K | Hold |
577
| – | – | 0.01% | 529 |
|
|
2024
Q2 | $23.2K | Sell |
577
-3,604
| -86% | -$145K | 0.01% | 520 |
|
|
2024
Q1 | $190K | Hold |
4,181
| – | – | 0.05% | 234 |
|
|
2023
Q4 | $223K | Buy |
4,181
+1,503
| +56% | +$80.2K | 0.06% | 199 |
|
|
2023
Q3 | $139K | Sell |
2,678
-250
| -9% | -$12.9K | 0.04% | 237 |
|
|
2023
Q2 | $209K | Hold |
2,928
| – | – | 0.06% | 200 |
|
|
2023
Q1 | $227K | Sell |
2,928
-7,431
| -72% | -$577K | 0.07% | 193 |
|
|
2022
Q4 | $755 | Hold |
10,359
| – | – | ﹤0.01% | 268 |
|
|
2022
Q3 | $762 | Hold |
10,359
| – | – | ﹤0.01% | 274 |
|
|
2022
Q2 | $739 | Hold |
10,359
| – | – | ﹤0.01% | 272 |
|
|
2022
Q1 | $781 | Buy |
10,359
+1,540
| +17% | +$116 | ﹤0.01% | 272 |
|
|
2021
Q4 | $678 | Buy |
8,819
+60
| +0.7% | +$5 | ﹤0.01% | 270 |
|
|
2021
Q3 | $700 | Hold |
8,759
| – | – | ﹤0.01% | 265 |
|
|
2021
Q2 | $782 | Hold |
8,759
| – | – | ﹤0.01% | 252 |
|
|
2021
Q1 | $803 | Sell |
8,759
-275
| -3% | -$25 | ﹤0.01% | 245 |
|
|
2020
Q4 | $928 | Sell |
9,034
-993
| -10% | -$102 | ﹤0.01% | 198 |
|
|
2020
Q3 | $649 | Sell |
10,027
-1,700
| -14% | -$110 | ﹤0.01% | 220 |
|
|
2020
Q2 | $423 | Buy |
11,727
+1,500
| +15% | +$54 | ﹤0.01% | 205 |
|
|
2020
Q1 | $258 | Buy |
+10,227
| New | +$258 | ﹤0.01% | 225 |
|
|
2019
Q2 | $161 | Buy |
+5,726
| New | +$161 | ﹤0.01% | 205 |
|
|
2018
Q4 | $34.8K | Buy |
1,876
+362
| +24% | +$6.72K | 0.01% | 332 |
|
|
2018
Q3 | $31.4K | Hold |
1,514
| – | – | 0.01% | 296 |
|
|
2018
Q2 | $35.2K | Hold |
1,514
| – | – | 0.01% | 327 |
|
|
2018
Q1 | $36.9K | Sell |
1,514
-200
| -12% | -$4.87K | 0.02% | 306 |
|
|
2017
Q4 | $44.4K | Buy |
1,714
+6
| +0.4% | +$156 | 0.02% | 294 |
|
|
2017
Q3 | $36.9K | Hold |
1,708
| – | – | 0.02% | 299 |
|
|
2017
Q2 | $33.8K | Buy |
1,708
+475
| +39% | +$9.41K | 0.02% | 306 |
|
|
2017
Q1 | $21.2K | Buy |
1,233
+475
| +63% | +$8.18K | 0.01% | 348 |
|
|
2016
Q4 | $13.4K | Buy |
+758
| New | +$13.4K | 0.01% | 342 |
|