Aveo Capital Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,964
| Closed | -$311K | – | 299 |
|
2024
Q4 | $311K | Sell |
4,964
-116
| -2% | -$7.27K | 0.03% | 275 |
|
2024
Q3 | $335K | Sell |
5,080
-88
| -2% | -$5.8K | 0.04% | 263 |
|
2024
Q2 | $373K | Sell |
5,168
-923
| -15% | -$66.6K | 0.04% | 232 |
|
2024
Q1 | $441K | Buy |
6,091
+715
| +13% | +$51.7K | 0.05% | 235 |
|
2023
Q4 | $354K | Buy |
5,376
+896
| +20% | +$59K | 0.04% | 246 |
|
2023
Q3 | $288K | Buy |
4,480
+135
| +3% | +$8.69K | 0.04% | 269 |
|
2023
Q2 | $262K | Buy |
4,345
+185
| +4% | +$11.2K | 0.03% | 291 |
|
2023
Q1 | $239K | Buy |
4,160
+41
| +1% | +$2.36K | 0.03% | 296 |
|
2022
Q4 | $235K | Buy |
+4,119
| New | +$235K | 0.04% | 290 |
|
2022
Q2 | – | Sell |
-4,054
| Closed | -$223K | – | 294 |
|
2022
Q1 | $223K | Buy |
+4,054
| New | +$223K | 0.04% | 254 |
|