UCFA
ISUN

United Capital Financial Advisors’s iSun, Inc. Common Stock ISUN Stock Holding History

United Capital Financial Advisors’s Portfolio ISUN Stock Details ISUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-228,001
Closed -$306K – 1085
2022
Q4 		$306K Buy
+228,001
New +$306K ﹤0.01% 882