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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$391K	Buy	11,406 +2,200	+24%	+$75.4K	0.01%	750
2025 Q1	$280K	Buy	9,206 +841	+10%	+$25.6K	0.01%	837
2024 Q4	$290K	Buy	+8,365	New	+$290K	0.01%	828
2021 Q1	–	Sell	-913	Closed	-$94K	–	959
2020 Q4	$94K	Buy	+913	New	+$94K	0.01%	553