Bright Futures Wealth Management’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,461	Closed	-$1.08M	–	212
2024 Q3	$1.08M	Buy	16,461 +5,097	+45%	+$334K	0.52%	58
2024 Q2	$815K	Buy	11,364 +889	+8%	+$63.7K	0.44%	70
2024 Q1	$748K	Buy	+10,475	New	+$748K	0.4%	73