Baldwin Wealth Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,107
| Closed | -$139K | – | 868 |
|
|
2024
Q3 | $139K | Buy |
2,107
+199
| +10% | +$13.1K | 0.01% | 374 |
|
|
2024
Q2 | $138K | Hold |
1,908
| – | – | 0.01% | 231 |
|
|
2024
Q1 | $128K | Sell |
1,908
-500
| -21% | -$33.5K | 0.01% | 246 |
|
|
2023
Q4 | $158K | Sell |
2,408
-132
| -5% | -$8.69K | 0.01% | 232 |
|
|
2023
Q3 | $164K | Hold |
2,540
| – | – | 0.01% | 243 |
|
|
2023
Q2 | $153K | Sell |
2,540
-86
| -3% | -$5.19K | 0.01% | 266 |
|
|
2023
Q1 | $151K | Buy |
2,626
+34
| +1% | +$1.96K | 0.01% | 270 |
|
|
2022
Q4 | $148K | Buy |
2,592
+1,568
| +153% | +$89.3K | 0.01% | 269 |
|
|
2022
Q3 | $51K | Hold |
1,024
| – | – | 0.01% | 330 |
|
|
2022
Q2 | $54K | Buy |
+1,024
| New | +$54K | 0.01% | 346 |
|