BBWA
SHEL icon

Bell & Brown Wealth Advisors’s Shell SHEL Stock Holding History

Bell & Brown Wealth Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,151
Closed -$211K – 71
2024
Q1 		$211K Sell
3,151
-104
-3% -$6.97K 0.09% 66
2023
Q4 		$214K Buy
+3,255
New +$214K 0.1% 70