Transatlantique Private Wealth’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
Q1 | – | Sell |
-15,107
| Closed | -$235K | – | 219 |
|
|
2023
Q4 | $235K | Buy |
15,107
+228
| +2% | +$3.54K | 0.11% | 197 |
|
|
2023
Q3 | $272K | Sell |
14,879
-54
| -0.4% | -$986 | 0.15% | 177 |
|
|
2023
Q2 | $382K | Buy |
14,933
+335
| +2% | +$8.56K | 0.2% | 158 |
|
|
2023
Q1 | $333K | Buy |
14,598
+3,511
| +32% | +$80K | 0.18% | 164 |
|
|
2022
Q4 | $273K | Buy |
11,087
+1,167
| +12% | +$28.7K | 0.16% | 163 |
|
|
2022
Q3 | $213K | Buy |
+9,920
| New | +$213K | 0.14% | 195 |
|