CWM
Cedar Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-117
| Closed | -$7.53K | – | 296 |
|
|
2023
Q3 | $7.53K | Hold |
117
| – | – | ﹤0.01% | 236 |
|
|
2023
Q2 | $7.06K | Hold |
117
| – | – | ﹤0.01% | 247 |
|
|
2023
Q1 | $6.73K | Sell |
117
-99
| -46% | -$5.7K | ﹤0.01% | 241 |
|
|
2022
Q4 | $12.3K | Hold |
216
| – | – | 0.01% | 218 |
|
|
2022
Q3 | $11K | Hold |
216
| – | – | 0.01% | 250 |
|
|
2022
Q2 | $11K | Hold |
216
| – | – | 0.01% | 261 |
|
|
2022
Q1 | $12K | Buy |
+216
| New | +$12K | ﹤0.01% | 282 |
|