Atlas Private Wealth 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 | $1.45M | Buy |
21,620
+436
| +2% | +$29.2K | 0.61% | 55 |
|
|
2023
Q4 | $1.39M | Buy |
21,184
+224
| +1% | +$14.7K | 0.66% | 53 |
|
|
2023
Q3 | $1.35M | Sell |
20,960
-8
| -0% | -$515 | 0.72% | 50 |
|
|
2023
Q2 | $1.27M | Buy |
20,968
+1,072
| +5% | +$64.7K | 0.67% | 55 |
|
|
2023
Q1 | $1.14M | Buy |
19,896
+110
| +0.6% | +$6.33K | 0.69% | 49 |
|
|
2022
Q4 | $1.13M | Buy |
19,786
+956
| +5% | +$54.4K | 0.52% | 44 |
|
|
2022
Q3 | $937K | Buy |
18,830
+404
| +2% | +$20.1K | 0.68% | 46 |
|
|
2022
Q2 | $964K | Sell |
18,426
-767
| -4% | -$40.1K | 0.66% | 49 |
|
|
2022
Q1 | $1.05M | Buy |
+19,193
| New | +$1.05M | 0.61% | 54 |
|