BTWM
Baker Tilly Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,636
| Closed | -$646K | – | 394 |
|
|
2024
Q1 | $646K | Buy |
9,636
+267
| +3% | +$17.9K | 0.12% | 192 |
|
|
2023
Q4 | $616K | Sell |
9,369
-218
| -2% | -$14.3K | 0.1% | 224 |
|
|
2023
Q3 | $617K | Sell |
9,587
-988
| -9% | -$63.6K | 0.1% | 209 |
|
|
2023
Q2 | $638K | Buy |
10,575
+530
| +5% | +$32K | 0.07% | 282 |
|
|
2023
Q1 | $578K | Buy |
10,045
+558
| +6% | +$32.1K | 0.07% | 296 |
|
|
2022
Q4 | $540K | Sell |
9,487
-479
| -5% | -$27.3K | 0.07% | 301 |
|
|
2022
Q3 | $496K | Buy |
9,966
+336
| +3% | +$16.7K | 0.07% | 292 |
|
|
2022
Q2 | $504K | Buy |
+9,630
| New | +$504K | 0.07% | 303 |
|