EverSource Wealth Advisors’s Shoals Technologies Group SHLS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.8K | Buy |
2,540
+832
| +49% | +$3.54K | ﹤0.01% | 2753 |
|
2025
Q1 | $5.67K | Buy |
1,708
+1,628
| +2,035% | +$5.4K | ﹤0.01% | 2430 |
|
2024
Q4 | $442 | Buy |
80
+39
| +95% | +$215 | ﹤0.01% | 3237 |
|
2024
Q3 | $230 | Buy |
+41
| New | +$230 | ﹤0.01% | 2949 |
|
2024
Q2 | – | Sell |
-5
| Closed | -$42 | – | 3137 |
|
2024
Q1 | $42 | Sell |
5
-50
| -91% | -$420 | ﹤0.01% | 2860 |
|
2023
Q4 | $855 | Sell |
55
-321
| -85% | -$4.99K | ﹤0.01% | 2432 |
|
2023
Q3 | $6.86K | Buy |
376
+130
| +53% | +$2.37K | ﹤0.01% | 1567 |
|
2023
Q2 | $6.29K | Sell |
246
-14
| -5% | -$358 | ﹤0.01% | 1634 |
|
2023
Q1 | $5.93K | Buy |
260
+197
| +313% | +$4.49K | ﹤0.01% | 1584 |
|
2022
Q4 | $1.55K | Hold |
63
| – | – | ﹤0.01% | 1986 |
|
2022
Q3 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 1887 |
|