Clearview Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,559
| Closed | -$94.1K | – | 534 |
|
|
2023
Q2 | $94.1K | Buy |
1,559
+12
| +0.8% | +$725 | 0.1% | 146 |
|
|
2023
Q1 | $89K | Buy |
1,547
+12
| +0.8% | +$691 | 0.09% | 156 |
|
|
2022
Q4 | $87.4K | Buy |
1,535
+10
| +0.7% | +$570 | 0.07% | 129 |
|
|
2022
Q3 | $76K | Buy |
1,525
+11
| +0.7% | +$548 | 0.06% | 135 |
|
|
2022
Q2 | $79K | Buy |
1,514
+11
| +0.7% | +$574 | 0.06% | 143 |
|
|
2022
Q1 | $83K | Buy |
+1,503
| New | +$83K | 0.05% | 154 |
|