Advance Capital Management’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,869
Closed -$255K 153
2023
Q4
$255K Buy
3,869
+21
+0.5% +$1.38K 0.02% 111
2023
Q3
$248K Hold
3,848
0.02% 108
2023
Q2
$232K Buy
+3,848
New +$232K 0.03% 109