Baystate Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $129K | Buy |
1,962
+747
| +61% | +$49.2K | 0.01% | 251 |
|
|
2023
Q3 | $78.2K | Hold |
1,215
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $73.4K | Hold |
1,215
| – | – | 0.01% | 289 |
|
|
2023
Q1 | $69.9K | Hold |
1,215
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $69K | Sell |
1,215
-181
| -13% | -$10.3K | 0.01% | 294 |
|
|
2022
Q3 | $69K | Buy |
1,396
+181
| +15% | +$8.95K | 0.01% | 273 |
|
|
2022
Q2 | $64K | Hold |
1,215
| – | – | 0.01% | 291 |
|
|
2022
Q1 | $67K | Buy |
+1,215
| New | +$67K | 0.01% | 288 |
|