9258 Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $622K | Sell |
|
|||||
|
2024
Q2 | $726K | Sell |
|
|||||
|
2024
Q1 | $694K | Sell |
|
|||||
|
2023
Q4 | $683K | Buy |
|
|||||
|
2023
Q3 | $668K | Sell |
|
|||||
|
2023
Q2 | $630K | Sell |
|
|||||
|
2023
Q1 | $627K | Sell |
|
|||||
|
2022
Q4 | $627K | Sell |
|
|||||
|
2022
Q3 | $562K | Sell |
|
|||||
|
2022
Q2 | $594K | Sell |
|
|||||
|
2022
Q1 | $635K | Buy |
|