9258 Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $622K | Sell |
9,431
-632
| -6% | -$41.7K | 0.09% | 176 |
|
|
2024
Q2 | $726K | Sell |
10,063
-288
| -3% | -$20.8K | 0.11% | 151 |
|
|
2024
Q1 | $694K | Sell |
10,351
-35
| -0.3% | -$2.35K | 0.11% | 159 |
|
|
2023
Q4 | $683K | Buy |
10,386
+14
| +0.1% | +$921 | 0.12% | 149 |
|
|
2023
Q3 | $668K | Sell |
10,372
-68
| -0.7% | -$4.38K | 0.13% | 142 |
|
|
2023
Q2 | $630K | Sell |
10,440
-457
| -4% | -$27.6K | 0.12% | 152 |
|
|
2023
Q1 | $627K | Sell |
10,897
-117
| -1% | -$6.73K | 0.13% | 148 |
|
|
2022
Q4 | $627K | Sell |
11,014
-287
| -3% | -$16.3K | 0.14% | 145 |
|
|
2022
Q3 | $562K | Sell |
11,301
-62
| -0.5% | -$3.08K | 0.14% | 155 |
|
|
2022
Q2 | $594K | Sell |
11,363
-189
| -2% | -$9.88K | 0.15% | 155 |
|
|
2022
Q1 | $635K | Buy |
+11,552
| New | +$635K | 0.15% | 156 |
|