WOSD
WFA of San Diego’s Invesco Solar ETF TAN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.37K | Buy |
+40
| New | +$1.37K | ﹤0.01% | 405 |
|
2024
Q3 | $1.73K | Hold |
40
| – | – | ﹤0.01% | 370 |
|
2024
Q2 | $1.61K | Buy |
+40
| New | +$1.61K | ﹤0.01% | 369 |
|
2023
Q3 | $2.23K | Hold |
43
| – | – | ﹤0.01% | 345 |
|
2023
Q2 | $3.07K | Buy |
+43
| New | +$3.07K | ﹤0.01% | 331 |
|
2023
Q1 | – | Sell |
-40
| Closed | -$2.92K | – | 386 |
|
2022
Q4 | $2.92K | Buy |
+40
| New | +$2.92K | ﹤0.01% | 428 |
|
2022
Q3 | – | Sell |
-40
| Closed | -$3K | – | 358 |
|
2022
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 347 |
|