VAFP
Vahanian & Associates Financial Planning’s Shoals Technologies Group SHLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,047
| Closed | -$238K | – | 61 |
|
|
2023
Q3 | $238K | Sell |
13,047
-400
| -3% | -$7.3K | 0.76% | 49 |
|
|
2023
Q2 | $344K | Sell |
13,447
-12,650
| -48% | -$323K | 1.09% | 33 |
|
|
2023
Q1 | $595K | Buy |
26,097
+550
| +2% | +$12.5K | 1.65% | 16 |
|
|
2022
Q4 | $630K | Buy |
+25,547
| New | +$630K | 2.06% | 15 |
|
|
2022
Q1 | – | Sell |
-8,685
| Closed | -$211K | – | 128 |
|
|
2021
Q4 | $211K | Buy |
+8,685
| New | +$211K | 0.17% | 148 |
|