Cambridge Investment Research Advisors’s iSun, Inc. Common Stock ISUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10,374
| Closed | -$3K | – | 3467 |
|
2024
Q1 | $3K | Hold |
10,374
| – | – | ﹤0.01% | 3297 |
|
2023
Q4 | $3K | Hold |
10,374
| – | – | ﹤0.01% | 3180 |
|
2023
Q3 | $2K | Hold |
10,374
| – | – | ﹤0.01% | 3129 |
|
2023
Q2 | $4K | Sell |
10,374
-828
| -7% | -$319 | ﹤0.01% | 3161 |
|
2023
Q1 | $12K | Hold |
11,202
| – | – | ﹤0.01% | 3130 |
|
2022
Q4 | $15K | Hold |
11,202
| – | – | ﹤0.01% | 3066 |
|
2022
Q3 | $25K | Buy |
11,202
+832
| +8% | +$1.86K | ﹤0.01% | 2991 |
|
2022
Q2 | $34K | Hold |
10,370
| – | – | ﹤0.01% | 2969 |
|
2022
Q1 | $43K | Buy |
+10,370
| New | +$43K | ﹤0.01% | 3087 |
|