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Carroll Financial Associates’s Shoals Technologies Group SHLS Stock Holding History

Carroll Financial Associates’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
2021
Q3 		– Sell
-324
Closed -$11K – 1923
2021
Q2 		$11K Buy
+324
New +$9.77K ﹤0.01% 1268

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Carroll Financial Associates's SHLS Position: Q3 2021 in Review

Carroll Financial Associates sold out of Shoals Technologies Group (SHLS) in Q3 2021, closing a stake of 324 shares — an estimated $11K sold.

Carroll Financial Associates first reported a position in SHLS in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 170 funds tracked by Wall St. Rank hold SHLS as of Q3 2021.

  • Carroll Financial Associates reported no remaining Shoals Technologies Group position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 324 Shoals Technologies Group shares in Q3 2021, an estimated $11K.
  • Carroll Financial Associates first reported a position in Shoals Technologies Group in Q2 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Shoals Technologies Group position peaked at $11K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.