Canopy Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
4,513
+103
| +2% | +$7.25K | 0.12% | 147 |
|
|
2025
Q1 | $323K | Sell |
4,410
-64
| -1% | -$4.69K | 0.13% | 132 |
|
|
2024
Q4 | $280K | Hold |
4,474
| – | – | 0.11% | 147 |
|
|
2024
Q3 | $295K | Hold |
4,474
| – | – | 0.13% | 140 |
|
|
2024
Q2 | $323K | Hold |
4,474
| – | – | 0.15% | 123 |
|
|
2024
Q1 | $300K | Buy |
4,474
+1,121
| +33% | +$75.2K | 0.15% | 128 |
|
|
2023
Q4 | $221K | Buy |
+3,353
| New | +$221K | 0.13% | 139 |
|