Clifford Capital Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,119
| Closed | -$206K | – | 56 |
|
|
2024
Q3 | $206K | Hold |
3,119
| – | – | 0.04% | 55 |
|
|
2024
Q2 | $225K | Hold |
3,119
| – | – | 0.05% | 50 |
|
|
2024
Q1 | $209K | Hold |
3,119
| – | – | 0.05% | 47 |
|
|
2023
Q4 | $205K | Buy |
+3,119
| New | +$205K | 0.05% | 51 |
|
|
2023
Q3 | – | Sell |
-14,396
| Closed | -$869K | – | 58 |
|
|
2023
Q2 | $869K | Buy |
+14,396
| New | +$869K | 0.25% | 38 |
|