Loring Wolcott & Coolidge Fiduciary 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 |
-4,482
| Closed | -$662 | – | 591 |
|
|
2024
Q1 | $662 | Hold |
4,482
| – | – | ﹤0.01% | 555 |
|
|
2023
Q4 | $1.01K | Hold |
4,482
| – | – | ﹤0.01% | 543 |
|
|
2023
Q3 | $775 | Hold |
4,482
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $1.79K | Hold |
4,482
| – | – | ﹤0.01% | 614 |
|
|
2023
Q1 | $4.62K | Hold |
4,482
| – | – | ﹤0.01% | 549 |
|
|
2022
Q4 | $6.01K | Hold |
4,482
| – | – | ﹤0.01% | 522 |
|
|
2022
Q3 | $10K | Hold |
4,482
| – | – | ﹤0.01% | 528 |
|
|
2022
Q2 | $15K | Hold |
4,482
| – | – | ﹤0.01% | 526 |
|
|
2022
Q1 | $18K | Buy |
+4,482
| New | +$18K | ﹤0.01% | 521 |
|