SIC
ISUN

Samalin Investment Counsel’s iSun, Inc. Common Stock ISUN Stock Holding History

Samalin Investment Counsel’s Portfolio ISUN Stock Details ISUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,000
Closed -$5K – 283
2024
Q1 		$5K Hold
20,000
– – ﹤0.01% 278
2023
Q4 		$6.26K Hold
20,000
– – ﹤0.01% 272
2023
Q3 		$4.5K Buy
+20,000
New +$6.87K ﹤0.01% 257

Other funds holding ISUN

EFM
Eley Financial Management South Burlington, Vermont $277M AUM 20.41% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Samalin Investment Counsel's ISUN Position: Q2 2024 in Review

Samalin Investment Counsel sold out of iSun, Inc. Common Stock (ISUN) in Q2 2024, closing a stake of 20,000 shares — an estimated $5K sold.

Samalin Investment Counsel first reported a position in ISUN in Q3 2023 and held it in 3 quarters. The position peaked at $6.26K in Q4 2023. 4 funds tracked by Wall St. Rank hold ISUN as of Q2 2024.

  • Samalin Investment Counsel reported no remaining iSun, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Samalin Investment Counsel sold 20,000 iSun, Inc. Common Stock shares in Q2 2024, an estimated $5K.
  • Samalin Investment Counsel first reported a position in iSun, Inc. Common Stock in Q3 2023 and held it in 3 quarters.
  • Samalin Investment Counsel's iSun, Inc. Common Stock position peaked at $6.26K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2024.

Based on Samalin Investment Counsel's 13F filing for Q2 2024, filed 13 Aug 2024.