Avantax Advisory Services’s Shenandoah Telecom SHEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,948
| Closed | -$150K | – | 2433 |
|
|
2025
Q1 | $150K | Sell |
11,948
-100
| -0.8% | -$1.26K | ﹤0.01% | 2129 |
|
|
2024
Q4 | $152K | Buy |
12,048
+109
| +0.9% | +$1.37K | ﹤0.01% | 2090 |
|
|
2024
Q3 | $168K | Sell |
11,939
-3,000
| -20% | -$42.3K | ﹤0.01% | 2026 |
|
|
2024
Q2 | $244K | Sell |
14,939
-961
| -6% | -$15.7K | ﹤0.01% | 1832 |
|
|
2024
Q1 | $276K | Buy |
15,900
+3,760
| +31% | +$65.3K | ﹤0.01% | 1347 |
|
|
2023
Q4 | $262K | Sell |
12,140
-810
| -6% | -$17.5K | ﹤0.01% | 1313 |
|
|
2023
Q3 | $267K | Sell |
12,950
-2,030
| -14% | -$41.8K | ﹤0.01% | 1263 |
|
|
2023
Q2 | $291K | Hold |
14,980
| – | – | ﹤0.01% | 1205 |
|
|
2023
Q1 | $285K | Sell |
14,980
-500
| -3% | -$9.51K | ﹤0.01% | 1178 |
|
|
2022
Q4 | $246K | Hold |
15,480
| – | – | ﹤0.01% | 1208 |
|
|
2022
Q3 | $263K | Sell |
15,480
-1,000
| -6% | -$17K | ﹤0.01% | 1065 |
|
|
2022
Q2 | $366K | Buy |
16,480
+7,900
| +92% | +$175K | 0.01% | 916 |
|
|
2022
Q1 | $202K | Buy |
+8,580
| New | +$202K | ﹤0.01% | 1197 |
|