Cedar Brook Financial Partners’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,884	Closed	-$208K	–	24
2024 Q2	$208K	Sell	2,884 -2,562	-47%	-$185K	1.57%	26
2024 Q1	$365K	Buy	5,446 +80	+1%	+$5.36K	0.07%	273
2023 Q4	$339K	Buy	5,366 +1,408	+36%	+$89K	0.08%	266
2023 Q3	$255K	Buy	+3,958	New	+$255K	0.07%	288