Blue Bell Private Wealth Management’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-130
Closed -$7K 819
2022
Q2
$7K Sell
130
-170
-57% -$9.55K ﹤0.01% 454
2022
Q1
$16K Buy
+300
New +$15.9K ﹤0.01% 351

Other funds holding SHEL

Blue Bell Private Wealth Management's SHEL Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Shell (SHEL) in Q3 2022, closing a stake of 130 shares — an estimated $7K sold.

Blue Bell Private Wealth Management first reported a position in SHEL in Q1 2022 and held it in 2 quarters. The position peaked at $16K in Q1 2022. 1,098 funds tracked by Wall St. Rank hold SHEL as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining Shell position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 130 Shell shares in Q3 2022, an estimated $7K.
  • Blue Bell Private Wealth Management first reported a position in Shell in Q1 2022 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Shell position peaked at $16K in Q1 2022.
  • 1,098 funds tracked by Wall St. Rank held Shell as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.