Cyndeo Wealth Partners’s Invesco Solar ETF TAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,000	Closed	-$214K	–	352
2023 Q2	$214K	Hold	3,000	–	–	0.02%	307
2023 Q1	$233K	Hold	3,000	–	–	0.03%	289
2022 Q4	$219K	Buy	+3,000	New	+$219K	0.03%	290