Geneos Wealth 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
Q2 | – | Sell |
-50
| Closed | -$559 | – | 2165 |
|
|
2024
Q1 | $559 | Hold |
50
| – | – | ﹤0.01% | 2112 |
|
|
2023
Q4 | $777 | Hold |
50
| – | – | ﹤0.01% | 2047 |
|
|
2023
Q3 | $913 | Sell |
50
-50
| -50% | -$913 | ﹤0.01% | 2036 |
|
|
2023
Q2 | $2.56K | Hold |
100
| – | – | ﹤0.01% | 1890 |
|
|
2023
Q1 | $2.28K | Sell |
100
-380
| -79% | -$8.66K | ﹤0.01% | 1881 |
|
|
2022
Q4 | $11.8K | Hold |
480
| – | – | ﹤0.01% | 1485 |
|
|
2022
Q3 | $10K | Hold |
480
| – | – | ﹤0.01% | 1521 |
|
|
2022
Q2 | $7K | Hold |
480
| – | – | ﹤0.01% | 2096 |
|
|
2022
Q1 | $8K | Sell |
480
-150
| -24% | -$2.5K | ﹤0.01% | 2186 |
|
|
2021
Q4 | $15K | Hold |
630
| – | – | ﹤0.01% | 2031 |
|
|
2021
Q3 | $17K | Hold |
630
| – | – | ﹤0.01% | 2008 |
|
|
2021
Q2 | $22K | Buy |
630
+46
| +8% | +$1.61K | ﹤0.01% | 1879 |
|
|
2021
Q1 | $18K | Hold |
584
| – | – | ﹤0.01% | 2136 |
|
|
2020
Q4 | $20K | Buy |
+584
| New | +$20K | ﹤0.01% | 1921 |
|