Windsor Creek Advisors’s Invesco Solar ETF TAN Stock Holding History

Windsor Creek Advisors’s Portfolio TAN Stock Details TAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$960K	Hold	10,000	–	–	0.43%	76
2021 Q3	$800K	Sell	10,000 -10,000	-50%	-$842K	0.36%	85
2021 Q2	$1.79M	Buy	+20,000	New	+$1.63M	0.67%	57
2021 Q1	–	Sell	-2,000	Closed	-$206K	–	220
2020 Q4	$206K	Sell	2,000 -51,400	-96%	-$4.11M	0.08%	174
2020 Q3	$3.46M	Sell	53,400 -31,900	-37%	-$1.6M	1.61%	18
2020 Q2	$3.08M	Sell	85,300 -92,862	-52%	-$2.94M	1.88%	19
2020 Q1	$4.5M	Buy	178,162 +35,237	+25%	+$1.15M	2.91%	8
2019 Q4	$4.4K	Buy	142,925 +88,998	+165%	+$2.57M	2.27%	15
2019 Q3	$1.58M	Buy	53,927 +51,027	+1,760%	+$1.52M	0.67%	54
2019 Q2	$82K	Buy	+2,900	New	+$75K	0.05%	159

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Electron Capital Partners New York $2.13B AUM 87.77% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return