Pathstone Family Office’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 | $490K | Buy |
26,840
+3,537
| +15% | +$64.6K | ﹤0.01% | 1044 |
|
|
2023
Q2 | $596K | Sell |
23,303
-483
| -2% | -$12.3K | 0.01% | 679 |
|
|
2023
Q1 | $542K | Sell |
23,786
-26,976
| -53% | -$615K | 0.01% | 655 |
|
|
2022
Q4 | $1.25M | Buy |
50,762
+292
| +0.6% | +$7.2K | 0.01% | 687 |
|
|
2022
Q3 | $1.09M | Buy |
50,470
+25,292
| +100% | +$545K | 0.01% | 685 |
|
|
2022
Q2 | $415K | Buy |
+25,178
| New | +$415K | 0.01% | 658 |
|