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Alera Investment Advisors’s Shell SHEL Stock Holding History

Alera Investment Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$265K Buy
4,012
+139
+4% +$9.17K 0.03% 224
2024
Q2 		$280K Buy
+3,873
New +$280K 0.03% 206