Broadwater Capital’s Shell SHEL Stock Holding History

Broadwater Capital’s Portfolio SHEL Stock Details SHEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$384K	Sell
2025 Q2	$1.86M	Sell
2025 Q1	$604K	Hold
2024 Q4	$516K	Hold
2024 Q3	$543K	Hold
2024 Q2	$594K	Hold
2024 Q1	$552K	Buy
2023 Q4	$540K	Buy