BerganKDV Wealth Management’s Shell SHEL Stock Holding History

BerganKDV Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$32.8K	Sell
2023 Q1	$39.5K	Buy
2022 Q4	$31K	Hold
2022 Q3	$27K	Hold
2022 Q2	$28K	Hold
2022 Q1	$30K	Buy