Cape Investment Advisory’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Sell |
150
-10
| -6% | -$704 | ﹤0.01% | 625 |
|
|
2025
Q1 | $11.7K | Sell |
160
-160
| -50% | -$11.7K | ﹤0.01% | 573 |
|
|
2024
Q4 | $20K | Buy |
320
+220
| +220% | +$13.8K | 0.01% | 481 |
|
|
2024
Q3 | $6.6K | Hold |
100
| – | – | ﹤0.01% | 642 |
|
|
2024
Q2 | $7.22K | Hold |
100
| – | – | ﹤0.01% | 584 |
|
|
2024
Q1 | $6.7K | Sell |
100
-268
| -73% | -$18K | ﹤0.01% | 605 |
|
|
2023
Q4 | $24.2K | Buy |
368
+268
| +268% | +$17.6K | 0.01% | 495 |
|
|
2023
Q3 | $6.44K | Hold |
100
| – | – | ﹤0.01% | 627 |
|
|
2023
Q2 | $6.04K | Hold |
100
| – | – | ﹤0.01% | 629 |
|
|
2023
Q1 | $5.75K | Buy |
+100
| New | +$5.75K | ﹤0.01% | 640 |
|