Coerente Capital Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,871
| Closed | -$510K | – | 36 |
|
|
2023
Q1 | $510K | Sell |
8,871
-30,902
| -78% | -$1.78M | 0.11% | 28 |
|
|
2022
Q4 | $2.27M | Sell |
39,773
-840
| -2% | -$47.8K | 0.5% | 25 |
|
|
2022
Q3 | $2.02M | Sell |
40,613
-1,000
| -2% | -$49.7K | 0.49% | 25 |
|
|
2022
Q2 | $2.18M | Sell |
41,613
-2,595
| -6% | -$136K | 0.49% | 25 |
|
|
2022
Q1 | $2.43M | Buy |
+44,208
| New | +$2.43M | 0.48% | 25 |
|