Boston Financial 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 | – | Sell |
-4,090
| Closed | -$235K | – | 317 |
|
|
2023
Q1 | $235K | Sell |
4,090
-240
| -6% | -$13.8K | 0.01% | 292 |
|
|
2022
Q4 | $247K | Buy |
4,330
+117
| +3% | +$6.66K | 0.01% | 286 |
|
|
2022
Q3 | $210K | Sell |
4,213
-600
| -12% | -$29.9K | 0.01% | 290 |
|
|
2022
Q2 | $252K | Buy |
4,813
+833
| +21% | +$43.6K | 0.01% | 263 |
|
|
2022
Q1 | $219K | Buy |
+3,980
| New | +$219K | 0.01% | 276 |
|