Cassaday & Co Wealth Management
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Cassaday & Co Wealth Management’s IsoEnergy Ltd ISOU Stock Holding History

Cassaday & Co Wealth Management’s Portfolio ISOU Stock Details ISOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-250
Closed -$2.49K – 1500
2026
Q2 		$2.49K Sell
250
-225
-47% -$2.52K ﹤0.01% 1010
2026
Q1 		$5.02K Buy
+475
New +$5.2K ﹤0.01% 970

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Cassaday & Co Wealth Management's ISOU Position: Q3 2026 in Review

Cassaday & Co Wealth Management sold out of IsoEnergy Ltd (ISOU) in Q3 2026, closing a stake of 250 shares — an estimated $2.49K sold.

Cassaday & Co Wealth Management first reported a position in ISOU in Q1 2026 and held it in 2 quarters. The position peaked at $5.02K in Q1 2026. 21 funds tracked by Wall St. Rank hold ISOU as of Q3 2026.

  • Cassaday & Co Wealth Management reported no remaining IsoEnergy Ltd position as of Q3 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 250 IsoEnergy Ltd shares in Q3 2026, an estimated $2.49K.
  • Cassaday & Co Wealth Management first reported a position in IsoEnergy Ltd in Q1 2026 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's IsoEnergy Ltd position peaked at $5.02K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held IsoEnergy Ltd as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.