VFA
Values First Advisors’s Shoals Technologies Group SHLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30,977
| Closed | -$565K | – | 177 |
|
|
2023
Q3 | $565K | Buy |
30,977
+771
| +3% | +$14.1K | 0.37% | 80 |
|
|
2023
Q2 | $772K | Sell |
30,206
-609
| -2% | -$15.6K | 0.47% | 64 |
|
|
2023
Q1 | $702K | Buy |
30,815
+15,995
| +108% | +$365K | 0.45% | 66 |
|
|
2022
Q4 | $366K | Buy |
14,820
+55
| +0.4% | +$1.36K | 0.26% | 108 |
|
|
2022
Q3 | $318K | Buy |
14,765
+61
| +0.4% | +$1.31K | 0.23% | 107 |
|
|
2022
Q2 | $242K | Sell |
14,704
-5,425
| -27% | -$89.3K | 0.17% | 123 |
|
|
2022
Q1 | $343K | Buy |
20,129
+7,947
| +65% | +$135K | 0.22% | 120 |
|
|
2021
Q4 | $296K | Buy |
+12,182
| New | +$296K | 0.18% | 131 |
|