Financial Network Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$53K	Buy	+1,759	New	+$58.8K	0.02%	217
2024 Q4	–	Sell	-6,013	Closed	-$259K	–	116
2024 Q3	$259K	Sell	6,013 -523	-8%	-$21.4K	0.09%	99
2024 Q2	$262K	Buy	+6,536	New	+$286K	0.1%	90
2024 Q1	–	Sell	-6,872	Closed	-$366K	–	87
2023 Q4	$366K	Sell	6,872 -45	-0.7%	-$2.11K	0.16%	72
2023 Q3	$341K	Buy	6,917 +359	+5%	+$22.1K	0.17%	67
2023 Q2	$447K	Hold	6,558	–	–	0.21%	61
2023 Q1	$509K	Hold	6,558	–	–	0.25%	59
2022 Q4	$478K	Hold	6,558	–	–	0.26%	60
2022 Q3	$483K	Buy	6,558 +127	+2%	+$10.2K	0.3%	44
2022 Q2	$459K	Hold	6,431	–	–	0.27%	46
2022 Q1	$485K	Sell	6,431 -104	-2%	-$7.19K	0.25%	51
2021 Q4	$503K	Sell	6,535 -65	-1%	-$5.7K	0.25%	49
2021 Q3	$528K	Hold	6,600	–	–	0.3%	39
2021 Q2	$590K	Hold	6,600	–	–	0.35%	36
2021 Q1	$606K	Hold	6,600	–	–	0.4%	32
2020 Q4	$678K	Buy	+6,600	New	+$528K	0.53%	29