Collaborative Wealth Management’s Shell SHEL Stock Holding History

Collaborative Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$641K	Buy
2025 Q1	$667K	Buy
2024 Q4	$569K	Sell
2024 Q3	$605K	Hold
2024 Q2	$662K	Hold
2024 Q1	$615K	Buy