Cambridge Investment Research Advisors’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
Q2 | – | Sell |
-23,070
| Closed | -$258K | – | 3418 |
|
|
2024
Q1 | $258K | Buy |
23,070
+2,016
| +10% | +$22.5K | ﹤0.01% | 2828 |
|
|
2023
Q4 | $327K | Sell |
21,054
-3,425
| -14% | -$53.2K | ﹤0.01% | 2532 |
|
|
2023
Q3 | $447K | Buy |
24,479
+7,854
| +47% | +$143K | ﹤0.01% | 2179 |
|
|
2023
Q2 | $425K | Sell |
16,625
-780
| -4% | -$19.9K | ﹤0.01% | 2253 |
|
|
2023
Q1 | $397K | Buy |
17,405
+255
| +1% | +$5.82K | ﹤0.01% | 2258 |
|
|
2022
Q4 | $423K | Sell |
17,150
-708
| -4% | -$17.5K | ﹤0.01% | 2150 |
|
|
2022
Q3 | $385K | Buy |
17,858
+170
| +1% | +$3.67K | ﹤0.01% | 2153 |
|
|
2022
Q2 | $291K | Sell |
17,688
-42
| -0.2% | -$691 | ﹤0.01% | 2410 |
|
|
2022
Q1 | $302K | Buy |
17,730
+600
| +4% | +$10.2K | ﹤0.01% | 2552 |
|
|
2021
Q4 | $416K | Buy |
17,130
+1,088
| +7% | +$26.4K | ﹤0.01% | 2259 |
|
|
2021
Q3 | $447K | Hold |
16,042
| – | – | ﹤0.01% | 2128 |
|
|
2021
Q2 | $569K | Buy |
16,042
+7,750
| +93% | +$275K | ﹤0.01% | 1947 |
|
|
2021
Q1 | $288K | Buy |
+8,292
| New | +$288K | ﹤0.01% | 2313 |
|