A detailed history of Concord Wealth Partners transactions in Invesco ETF Tr Ii Solar ETF stock. As of the latest transaction made, Concord Wealth Partners holds 131 shares of TAN stock, worth $4,564. This represents 0.0% of its overall portfolio holdings.

Number of Shares
131
Previous 211 37.91%
Holding current value
$4,564
Previous $8,000 37.5%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$38.1 - $44.5 $3,048 - $3,560
-80 Reduced 37.91%
131 $5,000
Q2 2024

Jul 31, 2024

SELL
$39.59 - $49.0 $7,918 - $9,800
-200 Reduced 48.66%
211 $8,000
Q1 2024

Apr 30, 2024

BUY
$41.1 - $52.07 $7,069 - $8,956
172 Added 71.97%
411 $18,000
Q4 2023

Apr 30, 2024

SELL
$40.95 - $54.22 $39,762 - $52,647
-971 Reduced 80.25%
239 $12,000
Q4 2023

Feb 05, 2024

SELL
$40.95 - $54.22 $39,762 - $52,647
-971 Reduced 80.25%
239 $12,000
Q3 2023

Apr 30, 2024

BUY
$51.68 - $73.55 $50,181 - $71,417
971 Added 406.28%
1,210 $62,000
Q3 2023

Oct 25, 2023

SELL
$51.68 - $73.55 $17,829 - $25,374
-345 Reduced 22.19%
1,210 $62,000
Q2 2023

Aug 07, 2023

BUY
$68.04 - $78.4 $43,137 - $49,705
634 Added 68.84%
1,555 $111,000
Q1 2023

Apr 26, 2023

BUY
$69.41 - $82.63 $18,740 - $22,310
270 Added 41.47%
921 $71,000
Q4 2022

Jan 27, 2023

BUY
$64.86 - $83.98 $42,223 - $54,670
651 New
651 $47,000
Q2 2022

Aug 04, 2022

BUY
$57.59 - $79.41 $460 - $635
8 New
8 $1,000

Others Institutions Holding TAN

About INVESCO ETF TR II SOLAR ETF


  • Ticker TAN
  • Sector ETFs
  • Industry ETFs
More about TAN
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