Coulter & Justus Financial Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,431
| Closed | -$489K | – | 116 |
|
|
2023
Q4 | $489K | Buy |
7,431
+8
| +0.1% | +$526 | 0.33% | 22 |
|
|
2023
Q3 | $478K | Sell |
7,423
-4,100
| -36% | -$264K | 0.35% | 25 |
|
|
2023
Q2 | $696K | Sell |
11,523
-26,623
| -70% | -$1.61M | 0.47% | 23 |
|
|
2023
Q1 | $2.19M | Sell |
38,146
-3,114
| -8% | -$179K | 1.43% | 18 |
|
|
2022
Q4 | $2.35M | Sell |
41,260
-698
| -2% | -$39.8K | 1.6% | 19 |
|
|
2022
Q3 | $2.09M | Sell |
41,958
-1,911
| -4% | -$95.1K | 1.62% | 20 |
|
|
2022
Q2 | $2.29M | Buy |
+43,869
| New | +$2.29M | 1.84% | 17 |
|