Buckingham Strategic Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $575K | Sell |
7,966
-101
| -1% | -$7.29K | 0.01% | 438 |
|
|
2024
Q1 | $541K | Buy |
8,067
+4,010
| +99% | +$269K | 0.01% | 441 |
|
|
2023
Q4 | $267K | Sell |
4,057
-228
| -5% | -$15K | ﹤0.01% | 599 |
|
|
2023
Q3 | $276K | Buy |
4,285
+40
| +0.9% | +$2.58K | ﹤0.01% | 546 |
|
|
2023
Q2 | $256K | Sell |
4,245
-58
| -1% | -$3.5K | ﹤0.01% | 567 |
|
|
2023
Q1 | $245K | Hold |
4,303
| – | – | ﹤0.01% | 520 |
|
|
2022
Q4 | $245K | Sell |
4,303
-333
| -7% | -$19K | ﹤0.01% | 522 |
|
|
2022
Q3 | $231K | Sell |
4,636
-721
| -13% | -$35.9K | ﹤0.01% | 521 |
|
|
2022
Q2 | $280K | Sell |
5,357
-57
| -1% | -$2.98K | 0.01% | 481 |
|
|
2022
Q1 | $297K | Buy |
+5,414
| New | +$297K | 0.01% | 475 |
|