United Capital Financial Advisors’s Canadian Solar CSIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-12,491
| Closed | -$152K | – | 1246 |
|
|
2016
Q4 | $152K | Sell |
12,491
-3,756
| -23% | -$45.7K | ﹤0.01% | 1212 |
|
|
2016
Q3 | $223K | Sell |
16,247
-1,186
| -7% | -$16.3K | ﹤0.01% | 1162 |
|
|
2016
Q2 | $261K | Buy |
+17,433
| New | +$261K | ﹤0.01% | 1080 |
|
|
2015
Q1 | – | Sell |
-33,631
| Closed | -$814K | – | 1241 |
|
|
2014
Q4 | $814K | Buy |
+33,631
| New | +$814K | 0.01% | 695 |
|
|
2014
Q3 | – | Sell |
-28,975
| Closed | -$906K | – | 1099 |
|
|
2014
Q2 | $906K | Sell |
28,975
-58,460
| -67% | -$1.83M | 0.02% | 578 |
|
|
2014
Q1 | $2.8M | Buy |
87,435
+61,611
| +239% | +$1.97M | 0.06% | 303 |
|
|
2013
Q4 | $770K | Buy |
+25,824
| New | +$770K | 0.03% | 368 |
|