Concentric Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.69M | Sell |
|
|||||
|
2024
Q2 | $4.05M | Buy |
|
|||||
|
2024
Q1 | $3.67M | Buy |
|
|||||
|
2023
Q4 | $3.55M | Sell |
|
|||||
|
2023
Q3 | $3.51M | Buy |
|
|||||
|
2023
Q2 | $3.29M | Sell |
|
|||||
|
2023
Q1 | $3.22M | Buy |
|
|||||
|
2022
Q4 | $3.17M | Sell |
|
|||||
|
2022
Q3 | $2.79M | Buy |
|
|||||
|
2022
Q2 | $2.91M | Sell |
|
|||||
|
2022
Q1 | $3.07M | Buy |
|