Cornerstone Wealth Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-54,188
| Closed | -$3.12M | – | 157 |
|
|
2023
Q1 | $3.12M | Sell |
54,188
-688
| -1% | -$39.6K | 0.55% | 66 |
|
|
2022
Q4 | $3.13M | Buy |
54,876
+977
| +2% | +$55.6K | 0.59% | 58 |
|
|
2022
Q3 | $2.68M | Buy |
53,899
+1,964
| +4% | +$97.7K | 0.59% | 56 |
|
|
2022
Q2 | $2.72M | Buy |
51,935
+4,841
| +10% | +$253K | 0.57% | 63 |
|
|
2022
Q1 | $2.59M | Buy |
+47,094
| New | +$2.59M | 0.47% | 74 |
|