McClarren Financial Advisors’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	–	Sell	-17	Closed	-$2K	–	359
2024 Q4	$2K	Hold	17	–	–	0.01%	181
2024 Q3	$2	Sell	17 -23	-58%	-$941	﹤0.01%	223
2024 Q2	$3K	Sell	40 -51	-56%	-$2.23K	﹤0.01%	275
2024 Q1	$5K	Hold	91	–	–	﹤0.01%	257
2023 Q4	$5K	Buy	91 +1	+1%	+$47	﹤0.01%	297
2023 Q3	$4K	Hold	90	–	–	﹤0.01%	285
2023 Q2	$6K	Hold	90	–	–	0.01%	280
2023 Q1	$7K	Hold	90	–	–	0.01%	258
2022 Q4	$6K	Hold	90	–	–	0.01%	275
2022 Q3	$6K	Buy	+90	New	+$7.26K	0.01%	251
2022 Q2	–	Sell	-90	Closed	-$6K	–	243
2022 Q1	$6K	Sell	90 -1	-1%	-$69	﹤0.01%	227
2021 Q4	$7K	Buy	91 +1	+1%	+$88	﹤0.01%	255
2021 Q3	$7K	Hold	90	–	–	0.01%	229
2021 Q2	$8K	Hold	90	–	–	0.01%	237
2021 Q1	$8K	Hold	90	–	–	0.01%	210
2020 Q4	$9K	Buy	+90	New	+$7.21K	0.01%	172