Blue Barn Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,574
| Closed | -$230K | – | 134 |
|
2023
Q3 | $230K | Sell |
3,574
-248
| -6% | -$16K | 0.15% | 105 |
|
2023
Q2 | $231K | Sell |
3,822
-280
| -7% | -$16.9K | 0.15% | 102 |
|
2023
Q1 | $236K | Sell |
4,102
-373
| -8% | -$21.5K | 0.15% | 106 |
|
2022
Q4 | $255K | Sell |
4,475
-318
| -7% | -$18.1K | 0.17% | 92 |
|
2022
Q3 | $238K | Buy |
4,793
+852
| +22% | +$42.3K | 0.17% | 91 |
|
2022
Q2 | $206K | Sell |
3,941
-1,121
| -22% | -$58.6K | 0.16% | 107 |
|
2022
Q1 | $278K | Buy |
+5,062
| New | +$278K | 0.19% | 84 |
|