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Elmwood Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Elmwood Wealth Management’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,205
Closed -$384K – 124
2023
Q4 		$384K Sell
7,205
-8,036
-53% -$429K 0.27% 83
2023
Q3 		$789K Buy
+15,241
New +$789K 0.38% 81