Avaii 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	–	Sell	-3,165	Closed	-$208K	–	150
2023 Q4	$208K	Sell	3,165 -12	-0.4%	-$790	0.14%	134
2023 Q3	$205K	Buy	+3,177	New	+$205K	0.15%	133