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BerganKDV Wealth Management’s Shoals Technologies Group SHLS Stock Holding History

BerganKDV Wealth Management’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-35
Closed -$1K – 1058
2022
Q1 		$1K Buy
+35
New +$606 ﹤0.01% 956

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BerganKDV Wealth Management's SHLS Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Shoals Technologies Group (SHLS) in Q2 2022, closing a stake of 35 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in SHLS in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 209 funds tracked by Wall St. Rank hold SHLS as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining Shoals Technologies Group position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 35 Shoals Technologies Group shares in Q2 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Shoals Technologies Group in Q1 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Shoals Technologies Group position peaked at $1K in Q1 2022.
  • 209 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.