Benjamin F. Edwards & Company’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $695K | Sell |
9,629
-546
| -5% | -$39.4K | 0.01% | 612 |
|
|
2024
Q1 | $682K | Buy |
10,175
+239
| +2% | +$16K | 0.01% | 599 |
|
|
2023
Q4 | $653K | Buy |
9,936
+1,645
| +20% | +$108K | 0.01% | 580 |
|
|
2023
Q3 | $534K | Sell |
8,291
-389
| -4% | -$25.1K | 0.02% | 504 |
|
|
2023
Q2 | $524K | Sell |
8,680
-231
| -3% | -$13.9K | 0.02% | 499 |
|
|
2023
Q1 | $513K | Sell |
8,911
-158
| -2% | -$9.1K | 0.02% | 477 |
|
|
2022
Q4 | $516K | Buy |
9,069
+3,270
| +56% | +$186K | 0.02% | 458 |
|
|
2022
Q3 | $289K | Buy |
5,799
+934
| +19% | +$46.5K | 0.01% | 562 |
|
|
2022
Q2 | $254K | Buy |
4,865
+924
| +23% | +$48.2K | 0.01% | 610 |
|
|
2022
Q1 | $216K | Buy |
+3,941
| New | +$216K | 0.01% | 666 |
|