Glassman Wealth Services’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 |
-62
| Closed | -$1.13K | – | 2064 |
|
|
2023
Q3 | $1.13K | Sell |
62
-202
| -77% | -$3.69K | ﹤0.01% | 1514 |
|
|
2023
Q2 | $6.75K | Hold |
264
| – | – | ﹤0.01% | 919 |
|
|
2023
Q1 | $6.02K | Sell |
264
-321
| -55% | -$7.32K | ﹤0.01% | 954 |
|
|
2022
Q4 | $14.4K | Hold |
585
| – | – | ﹤0.01% | 741 |
|
|
2022
Q3 | $13K | Hold |
585
| – | – | ﹤0.01% | 734 |
|
|
2022
Q2 | $10K | Sell |
585
-24
| -4% | -$410 | ﹤0.01% | 821 |
|
|
2022
Q1 | $10K | Buy |
+609
| New | +$10K | ﹤0.01% | 835 |
|