WFG Advisors’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-518
| Closed | -$18K | – | 2056 |
|
|
2014
Q4 | $18K | Hold |
518
| – | – | ﹤0.01% | 1257 |
|
|
2014
Q3 | $21K | Hold |
518
| – | – | ﹤0.01% | 1258 |
|
|
2014
Q2 | $23K | Sell |
518
-1,300
| -72% | -$57.7K | ﹤0.01% | 1218 |
|
|
2014
Q1 | $80K | Buy |
1,818
+1,300
| +251% | +$57.2K | 0.02% | 722 |
|
|
2013
Q4 | $18K | Hold |
518
| – | – | ﹤0.01% | 1383 |
|
|
2013
Q3 | $18K | Buy |
+518
| New | +$18K | ﹤0.01% | 1318 |
|