Advisor OS’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	-4,829	Closed	-$318K	–	402
2023 Q4	$318K	Buy	4,829 +379	+9%	+$24.9K	0.04%	252
2023 Q3	$286K	Buy	4,450 +176	+4%	+$11.3K	0.04%	237
2023 Q2	$258K	Buy	+4,274	New	+$258K	0.04%	256