BerganKDV 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
Q2 | $32.8K | Sell |
544
-143
| -21% | -$8.63K | ﹤0.01% | 428 |
|
|
2023
Q1 | $39.5K | Buy |
687
+143
| +26% | +$8.23K | ﹤0.01% | 422 |
|
|
2022
Q4 | $31K | Hold |
544
| – | – | ﹤0.01% | 438 |
|
|
2022
Q3 | $27K | Hold |
544
| – | – | ﹤0.01% | 452 |
|
|
2022
Q2 | $28K | Hold |
544
| – | – | ﹤0.01% | 454 |
|
|
2022
Q1 | $30K | Buy |
+544
| New | +$30K | ﹤0.01% | 465 |
|