Winslow Evans & Crocker’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $77K | Buy |
750
+175
| +30% | +$18K | 0.01% | 502 |
|
|
2020
Q3 | $37K | Buy |
+575
| New | +$37K | 0.01% | 510 |
|
|
2019
Q4 | – | Sell |
-4,700
| Closed | -$140K | – | 1161 |
|
|
2019
Q3 | $140K | Buy |
4,700
+800
| +21% | +$23.8K | 0.04% | 334 |
|
|
2019
Q2 | $112K | Buy |
+3,900
| New | +$112K | 0.03% | 378 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$3.06K | – | 1337 |
|
|
2015
Q4 | $3.06K | Hold |
100
| – | – | ﹤0.01% | 1171 |
|
|
2015
Q3 | $2.65K | Hold |
100
| – | – | ﹤0.01% | 1135 |
|
|
2015
Q2 | $3.92K | Hold |
100
| – | – | ﹤0.01% | 1126 |
|
|
2015
Q1 | $4.44K | Hold |
100
| – | – | ﹤0.01% | 1058 |
|
|
2014
Q4 | $3.41K | Sell |
100
-4,000
| -98% | -$136K | ﹤0.01% | 1112 |
|
|
2014
Q3 | $167K | Buy |
4,100
+100
| +3% | +$4.07K | 0.05% | 333 |
|
|
2014
Q2 | $178K | Hold |
4,000
| – | – | 0.06% | 276 |
|
|
2014
Q1 | $177K | Hold |
4,000
| – | – | 0.06% | 274 |
|
|
2013
Q4 | $141K | Buy |
+4,000
| New | +$141K | 0.05% | 321 |
|