Cassady Schiller Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.63K | Hold |
42
| – | – | ﹤0.01% | 527 |
|
|
2024
Q3 | $2.77K | Hold |
42
| – | – | ﹤0.01% | 382 |
|
|
2024
Q2 | $3.03K | Hold |
42
| – | – | ﹤0.01% | 372 |
|
|
2024
Q1 | $2.82K | Buy |
+42
| New | +$2.82K | ﹤0.01% | 407 |
|
|
2023
Q3 | – | Sell |
-893
| Closed | -$53.9K | – | 476 |
|
|
2023
Q2 | $53.9K | Buy |
893
+266
| +42% | +$16.1K | 0.03% | 184 |
|
|
2023
Q1 | $36.1K | Hold |
627
| – | – | 0.02% | 227 |
|
|
2022
Q4 | $35.7K | Buy |
+627
| New | +$35.7K | 0.02% | 222 |
|