Whittier Trust’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
Q3 | – | Sell |
-378
| Closed | -$2.36K | – | 1576 |
|
|
2024
Q2 | $2.36K | Buy |
378
+46
| +14% | +$287 | ﹤0.01% | 1423 |
|
|
2024
Q1 | $3.71K | Hold |
332
| – | – | ﹤0.01% | 1383 |
|
|
2023
Q4 | $5.16K | Sell |
332
-298
| -47% | -$4.63K | ﹤0.01% | 1327 |
|
|
2023
Q3 | $11.5K | Hold |
630
| – | – | ﹤0.01% | 1232 |
|
|
2023
Q2 | $16.1K | Hold |
630
| – | – | ﹤0.01% | 1169 |
|
|
2023
Q1 | $14.4K | Buy |
630
+340
| +117% | +$7.74K | ﹤0.01% | 1228 |
|
|
2022
Q4 | $7.15K | Buy |
+290
| New | +$7.15K | ﹤0.01% | 1342 |
|