Avestar Capital’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $389K | Buy |
+5,530
| New | +$389K | 0.03% | 312 |
|
2025
Q1 | – | Sell |
-5,223
| Closed | -$327K | – | 468 |
|
2024
Q4 | $327K | Buy |
5,223
+485
| +10% | +$30.4K | 0.03% | 336 |
|
2024
Q3 | $312K | Buy |
4,738
+1
| +0% | +$66 | 0.03% | 315 |
|
2024
Q2 | $342K | Sell |
4,737
-3,325
| -41% | -$240K | 0.04% | 283 |
|
2024
Q1 | $540K | Buy |
8,062
+2,262
| +39% | +$152K | 0.06% | 207 |
|
2023
Q4 | $382K | Sell |
5,800
-734
| -11% | -$48.3K | 0.04% | 225 |
|
2023
Q3 | $421K | Sell |
6,534
-247
| -4% | -$15.9K | 0.06% | 168 |
|
2023
Q2 | $409K | Buy |
6,781
+210
| +3% | +$12.7K | 0.07% | 154 |
|
2023
Q1 | $378K | Buy |
6,571
+2,305
| +54% | +$133K | 0.07% | 167 |
|
2022
Q4 | $243K | Hold |
4,266
| – | – | 0.04% | 225 |
|
2022
Q3 | $212K | Sell |
4,266
-4,340
| -50% | -$216K | 0.05% | 224 |
|
2022
Q2 | $450K | Sell |
8,606
-25,238
| -75% | -$1.32M | 0.11% | 115 |
|
2022
Q1 | $1.86M | Buy |
+33,844
| New | +$1.86M | 0.3% | 56 |
|