Essex Investment 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
Q1 | – | Sell |
-126,207
| Closed | -$1.96M | – | 334 |
|
|
2023
Q4 | $1.96M | Sell |
126,207
-11,784
| -9% | -$183K | 0.39% | 102 |
|
|
2023
Q3 | $2.52M | Sell |
137,991
-3,037
| -2% | -$55.4K | 0.41% | 85 |
|
|
2023
Q2 | $3.6M | Sell |
141,028
-803
| -0.6% | -$20.5K | 0.5% | 55 |
|
|
2023
Q1 | $3.23M | Sell |
141,831
-3,147
| -2% | -$71.7K | 0.47% | 66 |
|
|
2022
Q4 | $3.58M | Buy |
144,978
+46,946
| +48% | +$1.16M | 0.56% | 50 |
|
|
2022
Q3 | $2.11M | Buy |
+98,032
| New | +$2.11M | 0.34% | 95 |
|