Boston Trust Walden’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,748
| Closed | -$235K | – | 388 |
|
|
2024
Q4 | $235K | Hold |
3,748
| – | – | ﹤0.01% | 363 |
|
|
2024
Q3 | $247K | Hold |
3,748
| – | – | ﹤0.01% | 359 |
|
|
2024
Q2 | $271K | Hold |
3,748
| – | – | ﹤0.01% | 353 |
|
|
2024
Q1 | $251K | Hold |
3,748
| – | – | ﹤0.01% | 355 |
|
|
2023
Q4 | $247K | Hold |
3,748
| – | – | ﹤0.01% | 353 |
|
|
2023
Q3 | $241K | Hold |
3,748
| – | – | ﹤0.01% | 348 |
|
|
2023
Q2 | $226K | Hold |
3,748
| – | – | ﹤0.01% | 355 |
|
|
2023
Q1 | $216K | Hold |
3,748
| – | – | ﹤0.01% | 357 |
|
|
2022
Q4 | $213K | Buy |
+3,748
| New | +$213K | ﹤0.01% | 356 |
|
|
2022
Q3 | – | Sell |
-3,848
| Closed | -$201K | – | 368 |
|
|
2022
Q2 | $201K | Sell |
3,848
-147
| -4% | -$7.68K | ﹤0.01% | 365 |
|
|
2022
Q1 | $219K | Buy |
+3,995
| New | +$219K | ﹤0.01% | 379 |
|