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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18,181	Closed	-$332K	–	663
2023 Q3	$332K	Sell	18,181 -405	-2%	-$7.39K	0.01%	510
2023 Q2	$475K	Buy	+18,586	New	+$475K	0.01%	421