Cape Investment Advisory’s Shell SHEL Stock Holding History

Cape Investment Advisory’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.6K	Sell
2025 Q1	$11.7K	Sell
2024 Q4	$20K	Buy
2024 Q3	$6.59K	Hold
2024 Q2	$7.22K	Hold
2024 Q1	$6.7K	Sell
2023 Q4	$24.2K	Buy
2023 Q3	$6.44K	Hold
2023 Q2	$6.04K	Hold
2023 Q1	$5.75K	Buy