BWL
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Bogart Wealth LLC’s Shoals Technologies Group SHLS Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		$9.05K Hold
1,376
– – ﹤0.01% 928
2025
Q4 		$11.7K Hold
1,376
– – ﹤0.01% 833
2025
Q3 		$10.2K Hold
1,376
– – ﹤0.01% 827
2025
Q2 		$5.85K Hold
1,376
– – ﹤0.01% 906
2025
Q1 		$4.57K Hold
1,376
– – ﹤0.01% 918
2024
Q4 		$7.61K Hold
1,376
– – ﹤0.01% 795
2024
Q3 		$7.72K Hold
1,376
– – ﹤0.01% 746
2024
Q2 		$8.59K Buy
+1,376
New +$11K ﹤0.01% 699
2022
Q4 		– Sell
-30
Closed -$1K – 1200
2022
Q3 		$1K Buy
+30
New +$670 ﹤0.01% 940

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VCM
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First Trust Advisors
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State Street
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VPM
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Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return