SPFA
Summit Place Financial Advisors’s Canadian Solar CSIQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-59,223
| Closed | -$993K | – | 92 |
|
|
2024
Q3 | $993K | Buy |
59,223
+22,200
| +60% | +$372K | 0.55% | 57 |
|
|
2024
Q2 | $546K | Buy |
37,023
+4,010
| +12% | +$59.1K | 0.32% | 65 |
|
|
2024
Q1 | $652K | Buy |
33,013
+2,400
| +8% | +$47.4K | 0.38% | 67 |
|
|
2023
Q4 | $803K | Buy |
30,613
+7,600
| +33% | +$199K | 0.53% | 56 |
|
|
2023
Q3 | $566K | Buy |
23,013
+4,900
| +27% | +$121K | 0.4% | 68 |
|
|
2023
Q2 | $701K | Buy |
18,113
+2,213
| +14% | +$85.6K | 0.45% | 62 |
|
|
2023
Q1 | $633K | Buy |
+15,900
| New | +$633K | 0.45% | 64 |
|