Cornerstone Advisory’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,020
| Closed | -$259K | – | 227 |
|
|
2023
Q3 | $259K | Hold |
4,020
| – | – | 0.05% | 186 |
|
|
2023
Q2 | $243K | Hold |
4,020
| – | – | 0.04% | 198 |
|
|
2023
Q1 | $231K | Hold |
4,020
| – | – | 0.04% | 195 |
|
|
2022
Q4 | $229K | Hold |
4,020
| – | – | 0.05% | 184 |
|
|
2022
Q3 | $200K | Hold |
4,020
| – | – | 0.04% | 192 |
|
|
2022
Q2 | $210K | Sell |
4,020
-4,000
| -50% | -$209K | 0.05% | 183 |
|
|
2022
Q1 | $441K | Buy |
+8,020
| New | +$441K | 0.07% | 168 |
|