Geneos Wealth Management’s Canadian Solar CSIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-120
| Closed | -$1.33K | – | 3094 |
|
|
2024
Q4 | $1.33K | Hold |
120
| – | – | ﹤0.01% | 2707 |
|
|
2024
Q3 | $2.01K | Hold |
120
| – | – | ﹤0.01% | 2296 |
|
|
2024
Q2 | $1.77K | Hold |
120
| – | – | ﹤0.01% | 1910 |
|
|
2024
Q1 | $2.37K | Hold |
120
| – | – | ﹤0.01% | 1872 |
|
|
2023
Q4 | $3.15K | Hold |
120
| – | – | ﹤0.01% | 1831 |
|
|
2023
Q3 | $2.95K | Sell |
120
-116
| -49% | -$2.86K | ﹤0.01% | 1868 |
|
|
2023
Q2 | $9.13K | Hold |
236
| – | – | ﹤0.01% | 1600 |
|
|
2023
Q1 | $9.4K | Hold |
236
| – | – | ﹤0.01% | 1567 |
|
|
2022
Q4 | $7.29K | Hold |
236
| – | – | ﹤0.01% | 1615 |
|
|
2022
Q3 | $8K | Hold |
236
| – | – | ﹤0.01% | 1564 |
|
|
2022
Q2 | $7K | Sell |
236
-200
| -46% | -$5.93K | ﹤0.01% | 2071 |
|
|
2022
Q1 | $15K | Buy |
436
+200
| +85% | +$6.88K | ﹤0.01% | 1909 |
|
|
2021
Q4 | $7K | Hold |
236
| – | – | ﹤0.01% | 2288 |
|
|
2021
Q3 | $8K | Hold |
236
| – | – | ﹤0.01% | 2293 |
|
|
2021
Q2 | $10K | Sell |
236
-400
| -63% | -$16.9K | ﹤0.01% | 2192 |
|
|
2021
Q1 | $26K | Buy |
636
+200
| +46% | +$8.18K | ﹤0.01% | 1934 |
|
|
2020
Q4 | $21K | Buy |
436
+349
| +401% | +$16.8K | ﹤0.01% | 1865 |
|
|
2020
Q3 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 2395 |
|
|
2019
Q1 | – | Sell |
-104
| Closed | -$1K | – | 2416 |
|
|
2018
Q4 | $1K | Buy |
104
+4
| +4% | +$38 | ﹤0.01% | 2285 |
|
|
2018
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2327 |
|
|
2018
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2172 |
|
|
2018
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 2089 |
|
|
2017
Q4 | $1K | Sell |
100
-100
| -50% | -$1K | ﹤0.01% | 2086 |
|
|
2017
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 1874 |
|
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1836 |
|
|
2017
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 1866 |
|
|
2016
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 1834 |
|
|
2016
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 1757 |
|
|
2016
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1609 |
|
|
2016
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 1595 |
|