Mascoma Wealth Management LLC Invesco ETF Tr Ii Solar ETF Transaction History

Mascoma Wealth Management LLC

$389 Million
Q1 2025

A detailed history of Mascoma Wealth Management LLC transactions in Invesco ETF Tr Ii Solar ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 180 shares of TAN stock, worth $5,711. This represents 0.0% of its overall portfolio holdings.

Number of Shares

180

Previous 180 -0.0%

Holding current value

$5,711

Previous $5,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$41.1 - $52.07 $4,808 - $6,092	-117 Reduced 39.39%	180 $8,000
Q1 2023 May 01, 2023	SELL	$69.41 - $82.63 $1,735 - $2,065	-25 Reduced 7.76%	297 $23,000
Q2 2022 Jul 14, 2022	BUY	$57.59 - $79.41 $10,366 - $14,293	180 Added 126.76%	322 $23,000
Q1 2022 Apr 25, 2022	SELL	$59.66 - $78.49 $5,966 - $7,848	-100 Reduced 41.32%	142 $11,000
Q4 2021 Jan 21, 2022	BUY	$73.76 - $100.53 $3,688 - $5,026	50 Added 26.04%	242 $0
Q3 2021 Oct 06, 2021	BUY	$78.01 - $89.68 $14,977 - $17,218	192 New	192 $15,000
Q2 2021 Jul 06, 2021	SELL	$69.1 - $91.88 $13,267 - $17,640	-192 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$81.15 - $121.94 $15,580 - $23,412	192 New	192 $0

Others Institutions Holding TAN

# of Institutions

251

Shares Held

10.2M

Call Options Held

3.54M

Put Options Held

3.05M

View Full List

About INVESCO ETF TR II SOLAR ETF

Ticker TAN
Sector ETFs
Industry ETFs

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Mascoma Wealth Management LLC Invesco ETF Tr Ii Solar ETF Transaction History