Westside Investment Management, Inc. Invesco ETF Tr Ii Solar ETF Transaction History

Westside Investment Management, Inc.

$437 Billion
Q2 2024

A detailed history of Westside Investment Management, Inc. transactions in Invesco ETF Tr Ii Solar ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 577 shares of TAN stock, worth $20,102. This represents 0.01% of its overall portfolio holdings.

Number of Shares

577

Previous 4,181 86.2%

Holding current value

$20,102

Previous $190 Million 87.76%

% of portfolio

0.01%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$39.59 - $49.0 $142,682 - $176,596	-3,604 Reduced 86.2%	577 $23.2 Million
Q4 2023 Jan 12, 2024	BUY	$40.95 - $54.22 $61,547 - $81,492	1,503 Added 56.12%	4,181 $223 Million
Q3 2023 Nov 15, 2023	SELL	$51.68 - $73.55 $12,920 - $18,387	-250 Reduced 8.54%	2,678 $139 Million
Q1 2023 May 17, 2023	SELL	$69.41 - $82.63 $515,785 - $614,023	-7,431 Reduced 71.73%	2,928 $227 Million
Q1 2022 Apr 25, 2022	BUY	$59.66 - $78.49 $91,876 - $120,874	1,540 Added 17.46%	10,359 $0
Q4 2021 Feb 15, 2022	BUY	$73.76 - $100.53 $4,425 - $6,031	60 Added 0.69%	8,819 $0
Q1 2021 Apr 14, 2021	SELL	$81.15 - $121.94 $22,316 - $33,533	-275 Reduced 3.04%	8,759 $0
Q4 2020 Jan 15, 2021	SELL	$66.59 - $104.0 $66,123 - $103,272	-993 Reduced 9.9%	9,034 $0
Q3 2020 Oct 14, 2020	SELL	$36.78 - $64.79 $62,526 - $110,143	-1,700 Reduced 14.5%	10,027 $0
Q2 2020 Jul 21, 2020	BUY	$23.82 - $36.4 $35,730 - $54,600	1,500 Added 14.67%	11,727 $0
Q1 2020 Apr 16, 2020	BUY	$22.22 - $41.86 $100,012 - $188,411	4,501 Added 78.61%	10,227 $0
Q2 2019 Jul 24, 2019	BUY	N/A	3,850 Added 205.22%	5,726 $161,000
Q4 2018 Feb 05, 2019	BUY	N/A	362 Added 23.91%	1,876 $0
Q2 2018 Aug 13, 2018	BUY	N/A	1,514 New	1,514 $0

Others Institutions Holding TAN

# of Institutions

273

Shares Held

10.8M

Call Options Held

4.22M

Put Options Held

2.34M

View Full List

About INVESCO ETF TR II SOLAR ETF

Ticker TAN
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Westside Investment Management, Inc. Invesco ETF Tr Ii Solar ETF Transaction History