CWM
Collaborative Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Buy |
9,104
+8
| +0.1% | +$563 | 0.28% | 75 |
|
|
2025
Q1 | $667K | Buy |
9,096
+6
| +0.1% | +$440 | 0.31% | 70 |
|
|
2024
Q4 | $569K | Sell |
9,090
-85
| -0.9% | -$5.33K | 0.26% | 82 |
|
|
2024
Q3 | $605K | Hold |
9,175
| – | – | 0.27% | 83 |
|
|
2024
Q2 | $662K | Hold |
9,175
| – | – | 0.32% | 68 |
|
|
2024
Q1 | $615K | Buy |
+9,175
| New | +$615K | 0.31% | 73 |
|