Institutional & Family Asset 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
2024 Q2	$35.3K	Hold	877	–	–	0.01%	275
2024 Q1	$39.8K	Sell	877 -590	-40%	-$26.3K	0.01%	260
2023 Q4	$78.3K	Hold	1,467	–	–	0.01%	206
2023 Q3	$76K	Hold	1,467	–	–	0.01%	195
2023 Q2	$105K	Hold	1,467	–	–	0.02%	179
2023 Q1	$114K	Hold	1,467	–	–	0.02%	163
2022 Q4	$107K	Hold	1,467	–	–	0.02%	166
2022 Q3	$108K	Hold	1,467	–	–	0.02%	164
2022 Q2	$105K	Hold	1,467	–	–	0.02%	168
2022 Q1	$111K	Hold	1,467	–	–	0.02%	182
2021 Q4	$113K	Buy	1,467 +590	+67%	+$51.7K	0.02%	196
2021 Q3	$70K	Hold	877	–	–	0.01%	281
2021 Q2	$78K	Hold	877	–	–	0.01%	276
2021 Q1	$80K	Sell	877 -105	-11%	-$11K	0.02%	294
2020 Q4	$101K	Buy	982 +105	+12%	+$8.41K	0.02%	245
2020 Q3	$57K	Hold	877	–	–	0.01%	270
2020 Q2	$32K	Hold	877	–	–	0.01%	349
2020 Q1	$22K	Hold	877	–	–	0.01%	362
2019 Q4	$27K	Hold	877	–	–	0.01%	397
2019 Q3	$26K	Hold	877	–	–	0.01%	369
2019 Q2	$25K	Hold	877	–	–	0.01%	393
2019 Q1	$20K	Hold	877	–	–	﹤0.01%	432
2018 Q4	$16K	Hold	877	–	–	﹤0.01%	430
2018 Q3	$18K	Hold	877	–	–	﹤0.01%	451
2018 Q2	$20K	Hold	877	–	–	﹤0.01%	444
2018 Q1	$22K	Buy	+877	New	+$21.9K	﹤0.01%	406