Capital Wealth Planning’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-26,160
| Closed | -$1.72M | – | 160 |
|
|
2023
Q4 | $1.72M | Buy |
26,160
+11,040
| +73% | +$726K | 0.02% | 64 |
|
|
2023
Q3 | $973K | Buy |
15,120
+7,440
| +97% | +$479K | 0.01% | 67 |
|
|
2023
Q2 | $464K | Sell |
7,680
-240
| -3% | -$14.5K | 0.01% | 102 |
|
|
2023
Q1 | $456K | Buy |
+7,920
| New | +$456K | 0.01% | 96 |
|