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Accretive Wealth Partners’s Shell SHEL Stock Holding History

Accretive Wealth Partners’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$282K Hold
4,000
– – 0.09% 128
2025
Q1 		$260K Buy
+4,000
New +$260K 0.09% 132