ISSUER DIRECT CORP - COM NEW (ISDR)

Historical Portfolio Holders from Q1 2014 to Q2 2024

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Period	Shares, Excl. Options	Value, Excl. Options	Change	Price	Investors
2024 Q2	620K	$4.86M	-$191K	$7.85	16
2024 Q1	640K	$8.27M	-$4.29M	$12.92	20
2023 Q4	878K	$15.8M	-$2.77M	$18.13	23
2023 Q3	1.03M	$19.3M	-$805K	$18.80	22
2023 Q2	1.07M	$20.1M	-$293K	$18.79	20
2023 Q1	1.08M	$22.8M	+$194K	$21.03	23
2022 Q4	1.07M	$26.8M	+$694K	$25.04	26
2022 Q3	1.04M	$21.2M	-$447K	$20.29	20
2022 Q2	1.06M	$27M	+$128K	$25.46	23
2022 Q1	1.06M	$31.4M	+$235K	$29.72	23
2021 Q4	1.05M	$30.8M	-$201K	$29.45	24
2021 Q3	661K	$17.3M	+$57.1K	$26.15	22
2021 Q2	658K	$17.8M	-$1.02M	$27.12	22
2021 Q1	712K	$15.6M	-$2.53M	$21.93	22
2020 Q4	834K	$14.6M	+$2.26M	$17.51	23
2020 Q3	707K	$14M	-$263K	$19.88	14
2020 Q2	738K	$7.5M	-$1.25M	$10.15	16
2020 Q1	896K	$7.97M	-$168K	$8.90	13
2019 Q4	912K	$10.7M	+$233K	$11.69	15
2019 Q3	880K	$9.1M	-$133K	$10.34	15
2019 Q2	891K	$9.98M	-$306K	$11.20	15
2019 Q1	917K	$11.4M	+$450K	$12.37	16
2018 Q4	881K	$10M	-$1.23M	$11.35	16
2018 Q3	941K	$14.4M	+$9.71M	$15.30	19
2018 Q2	291K	$5.79M	+$1.47M	$19.89	12
2018 Q1	217K	$3.7M	+$489K	$17.00	10
2017 Q4	188K	$3.44M	+$916K	$18.33	10
2017 Q3	139K	$1.89M	+$134K	$13.35	10
2017 Q2	128K	$1.66M	+$766K	$12.90	9
2017 Q1	69.2K	$755K	-$138K	$10.76	8
2016 Q4	84.4K	$759K	+$152K	$9.00	10
2016 Q3	71.2K	$504K	+$23.2K	$7.06	9
2016 Q2	68K	$451K	+$108K	$6.46	8
2016 Q1	51.2K	$284K	+$7.28K	$5.53	6
2015 Q4	50K	$291K	-$26.4K	$5.92	5
2015 Q3	49.7K	$403K	+$375K	$8.05	4
2015 Q2	3.54K	$28K	-$10.5K	$8.00	3
2015 Q1	4.58K	$39K	+$30.3K	$8.47	4
2014 Q4	1.06K	$10K	+$1K	$9.40	3
2014 Q3	1.15K	$10K	-$8.73K	$8.71	4
2014 Q2	1.7K	$17K	-$1.39K	$10.00	5
2014 Q1	1.15K	$13K	+$13K	$11.50	3