Centerpoint Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-300
| Closed | -$19K | – | 445 |
|
|
2024
Q4 | $19K | Hold |
300
| – | – | 0.01% | 276 |
|
|
2024
Q3 | $20K | Hold |
300
| – | – | 0.01% | 276 |
|
|
2024
Q2 | $22K | Hold |
300
| – | – | 0.01% | 250 |
|
|
2024
Q1 | $20K | Hold |
300
| – | – | 0.01% | 246 |
|
|
2023
Q4 | $20K | Hold |
300
| – | – | 0.01% | 237 |
|
|
2023
Q3 | $19K | Hold |
300
| – | – | 0.01% | 236 |
|
|
2023
Q2 | $18K | Hold |
300
| – | – | 0.01% | 272 |
|
|
2023
Q1 | $17K | Hold |
300
| – | – | 0.01% | 288 |
|
|
2022
Q4 | $17K | Hold |
300
| – | – | 0.01% | 227 |
|
|
2022
Q3 | $15K | Sell |
300
-500
| -63% | -$25K | 0.01% | 199 |
|
|
2022
Q2 | $42K | Buy |
800
+500
| +167% | +$26.3K | 0.02% | 147 |
|
|
2022
Q1 | $16K | Buy |
+300
| New | +$16K | 0.01% | 206 |
|