Advisor Partners II’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.99M | Buy |
46,476
+4,992
| +12% | +$321K | 0.12% | 176 |
|
|
2023
Q2 | $2.5M | Sell |
41,484
-624
| -1% | -$37.7K | 0.12% | 173 |
|
|
2023
Q1 | $2.42M | Buy |
42,108
+1,295
| +3% | +$74.5K | 0.13% | 151 |
|
|
2022
Q4 | $2.32M | Buy |
40,813
+11,709
| +40% | +$667K | 0.14% | 148 |
|
|
2022
Q3 | $1.45M | Buy |
+29,104
| New | +$1.45M | 0.11% | 200 |
|