Avalon Investment & Advisory’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $7.69M | Sell |
133,675
-2,264
| -2% | -$130K | 0.21% | 115 |
|
|
2022
Q4 | $7.74M | Sell |
135,939
-8,021
| -6% | -$457K | 0.22% | 107 |
|
|
2022
Q3 | $7.16M | Sell |
143,960
-3,665
| -2% | -$182K | 0.22% | 106 |
|
|
2022
Q2 | $7.72M | Sell |
147,625
-19,625
| -12% | -$1.03M | 0.22% | 102 |
|
|
2022
Q1 | $9.19M | Buy |
+167,250
| New | +$9.19M | 0.22% | 97 |
|