Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-200
| Closed | – | – | 2821 |
|
|
2022
Q1 | $0 | Hold |
200
| – | – | ﹤0.01% | 3027 |
|
|
2021
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 2734 |
|
|
2021
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 2805 |
|
|
2021
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 2704 |
|
|
2021
Q1 | $2K | Sell |
200
-200
| -50% | -$2K | ﹤0.01% | 2961 |
|
|
2020
Q4 | $5K | Buy |
400
+200
| +100% | +$2.5K | ﹤0.01% | 2509 |
|
|
2020
Q3 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 2596 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$1K | – | 2562 |
|
|
2019
Q2 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 2458 |
|