Blueprint Investment Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,481
| Closed | -$488K | – | 221 |
|
|
2023
Q1 | $488K | Buy |
8,481
+1,378
| +19% | +$79.3K | 0.11% | 132 |
|
|
2022
Q4 | $404K | Buy |
7,103
+1,169
| +20% | +$66.6K | 0.09% | 142 |
|
|
2022
Q3 | $295K | Buy |
5,934
+906
| +18% | +$45K | 0.08% | 101 |
|
|
2022
Q2 | $263K | Sell |
5,028
-893
| -15% | -$46.7K | 0.07% | 122 |
|
|
2022
Q1 | $325K | Buy |
+5,921
| New | +$325K | 0.08% | 132 |
|