Envestnet Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-37,556
| Closed | -$211K | – | 4387 |
|
|
2024
Q3 | $211K | Buy |
37,556
+25,249
| +205% | +$142K | ﹤0.01% | 3996 |
|
|
2024
Q2 | $76.8K | Sell |
12,307
-36,228
| -75% | -$226K | ﹤0.01% | 4081 |
|
|
2024
Q1 | $543K | Buy |
48,535
+9,354
| +24% | +$105K | ﹤0.01% | 3382 |
|
|
2023
Q4 | $609K | Sell |
39,181
-41,746
| -52% | -$649K | ﹤0.01% | 3225 |
|
|
2023
Q3 | $1.48M | Buy |
80,927
+34,388
| +74% | +$628K | ﹤0.01% | 2538 |
|
|
2023
Q2 | $1.19M | Buy |
46,539
+10,009
| +27% | +$256K | ﹤0.01% | 2621 |
|
|
2023
Q1 | $833K | Buy |
36,530
+13,808
| +61% | +$315K | ﹤0.01% | 2803 |
|
|
2022
Q4 | $561K | Buy |
+22,722
| New | +$561K | ﹤0.01% | 3037 |
|
|
2021
Q3 | – | Sell |
-7,168
| Closed | -$254K | – | 3752 |
|
|
2021
Q2 | $254K | Sell |
7,168
-618
| -8% | -$21.9K | ﹤0.01% | 3383 |
|
|
2021
Q1 | $271K | Buy |
+7,786
| New | +$271K | ﹤0.01% | 3196 |
|