Formula Growth’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 |
-61,175
| Closed | -$1.12M | – | 153 |
|
2023
Q3 | $1.12M | Buy |
61,175
+30,500
| +99% | +$557K | 0.38% | 93 |
|
2023
Q2 | $784K | Sell |
30,675
-108,525
| -78% | -$2.77M | 0.25% | 108 |
|
2023
Q1 | $3.17M | Buy |
139,200
+1,200
| +0.9% | +$27.3K | 1.02% | 33 |
|
2022
Q4 | $3.4M | Buy |
+138,000
| New | +$3.4M | 0.96% | 39 |
|