CWM
Concentric Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.69M | Sell |
55,991
-180
| -0.3% | -$11.9K | 0.9% | 45 |
|
|
2024
Q2 | $4.05M | Buy |
56,171
+1,450
| +3% | +$105K | 1.06% | 36 |
|
|
2024
Q1 | $3.67M | Buy |
54,721
+800
| +1% | +$53.6K | 0.98% | 43 |
|
|
2023
Q4 | $3.55M | Sell |
53,921
-665
| -1% | -$43.8K | 1.03% | 42 |
|
|
2023
Q3 | $3.51M | Buy |
54,586
+70
| +0.1% | +$4.51K | 1.16% | 37 |
|
|
2023
Q2 | $3.29M | Sell |
54,516
-1,487
| -3% | -$89.8K | 1.05% | 42 |
|
|
2023
Q1 | $3.22M | Buy |
56,003
+275
| +0.5% | +$15.8K | 1.07% | 37 |
|
|
2022
Q4 | $3.17M | Sell |
55,728
-350
| -0.6% | -$19.9K | 1.08% | 39 |
|
|
2022
Q3 | $2.79M | Buy |
56,078
+478
| +0.9% | +$23.8K | 1.03% | 39 |
|
|
2022
Q2 | $2.91M | Sell |
55,600
-245
| -0.4% | -$12.8K | 0.98% | 43 |
|
|
2022
Q1 | $3.07M | Buy |
+55,845
| New | +$3.07M | 0.89% | 47 |
|