Edmond de Rothschild Holding’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
Q3 | – | Sell |
-54,179
| Closed | -$338K | – | 658 |
|
|
2024
Q2 | $338K | Sell |
54,179
-166,002
| -75% | -$1.04M | 0.01% | 385 |
|
|
2024
Q1 | $2.46M | Buy |
220,181
+19,879
| +10% | +$222K | 0.04% | 220 |
|
|
2023
Q4 | $3.11M | Buy |
200,302
+67,229
| +51% | +$1.04M | 0.06% | 198 |
|
|
2023
Q3 | $2.43M | Buy |
133,073
+11,050
| +9% | +$202K | 0.05% | 216 |
|
|
2023
Q2 | $3.12M | Buy |
122,023
+17,023
| +16% | +$435K | 0.06% | 214 |
|
|
2023
Q1 | $2.39M | Buy |
105,000
+50,000
| +91% | +$1.14M | 0.05% | 227 |
|
|
2022
Q4 | $1.36M | Buy |
+55,000
| New | +$1.36M | 0.03% | 296 |
|