J.W. Cole Advisors’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
Q3
Sell
-9,300
Closed -$238K 788
2023
Q2
$238K Sell
9,300
-1,050
-10% -$26.8K 0.02% 649
2023
Q1
$236K Buy
+10,350
New +$236K 0.02% 678
2022
Q3
Sell
-22,700
Closed -$374K 759
2022
Q2
$374K Buy
+22,700
New +$374K 0.03% 487