CreativeOne Wealth’s Shell SHEL Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $607K | Buy | 
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| 
        
          
      
        2025
         Q1  | $590K | Sell | 
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| 
        
          
      
        2024
         Q4  | $557K | Buy | 
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| 
        
          
      
        2024
         Q3  | $549K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $571K | Sell | 
         | 
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| 
        
          
      
        2024
         Q1  | $561K | Buy | 
         | 
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| 
        
          
      
        2023
         Q4  | $461K | Sell | 
         | 
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| 
        
          
      
        2023
         Q3  | $482K | Sell | 
         | 
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| 
        
          
      
        2023
         Q2  | $545K | Buy | 
         | 
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| 
        
          
      
        2023
         Q1  | $478K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $465K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $448K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $469K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $525K | Buy | 
         |