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Juncture Wealth Strategies’s Shoals Technologies Group SHLS Stock Holding History

Juncture Wealth Strategies’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30,050
Closed -$768K – 119
2023
Q2 		$768K Buy
+30,050
New +$695K 0.36% 55

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ECA
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Juncture Wealth Strategies's SHLS Position: Q3 2023 in Review

Juncture Wealth Strategies sold out of Shoals Technologies Group (SHLS) in Q3 2023, closing a stake of 30,050 shares — an estimated $768K sold.

Juncture Wealth Strategies first reported a position in SHLS in Q2 2023 and held it in 1 quarter. The position peaked at $768K in Q2 2023. 300 funds tracked by Wall St. Rank hold SHLS as of Q3 2023.

  • Juncture Wealth Strategies reported no remaining Shoals Technologies Group position as of Q3 2023 after selling out during the quarter.
  • Juncture Wealth Strategies sold 30,050 Shoals Technologies Group shares in Q3 2023, an estimated $768K.
  • Juncture Wealth Strategies first reported a position in Shoals Technologies Group in Q2 2023 and held it in 1 quarter.
  • Juncture Wealth Strategies's Shoals Technologies Group position peaked at $768K in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2023.

Based on Juncture Wealth Strategies's 13F filing for Q3 2023, filed 10 Oct 2023.