AssetMark Inc’s Shoals Technologies Group SHLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,905
| Closed | -$10.7K | – | 2657 |
|
|
2024
Q3 | $10.7K | Hold |
1,905
| – | – | ﹤0.01% | 1607 |
|
|
2024
Q2 | $11.9K | Hold |
1,905
| – | – | ﹤0.01% | 1465 |
|
|
2024
Q1 | $21.3K | Hold |
1,905
| – | – | ﹤0.01% | 1275 |
|
|
2023
Q4 | $29.6K | Buy |
1,905
+315
| +20% | +$4.9K | ﹤0.01% | 1237 |
|
|
2023
Q3 | $29K | Buy |
1,590
+765
| +93% | +$14K | ﹤0.01% | 1195 |
|
|
2023
Q2 | $21.1K | Hold |
825
| – | – | ﹤0.01% | 1198 |
|
|
2023
Q1 | $18.8K | Buy |
825
+335
| +68% | +$7.64K | ﹤0.01% | 1195 |
|
|
2022
Q4 | $12.1K | Buy |
+490
| New | +$12.1K | ﹤0.01% | 1281 |
|