Curated Wealth Partners’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 |
-3,449
| Closed | -$227K | – | 118 |
|
|
2023
Q4 | $227K | Hold |
3,449
| – | – | 0.04% | 131 |
|
|
2023
Q3 | $222K | Sell |
3,449
-1,668
| -33% | -$107K | 0.04% | 119 |
|
|
2023
Q2 | $309K | Hold |
5,117
| – | – | 0.06% | 99 |
|
|
2023
Q1 | $294K | Sell |
5,117
-1,660
| -24% | -$95.5K | 0.07% | 101 |
|
|
2022
Q4 | $386K | Sell |
6,777
-1,074
| -14% | -$61.2K | 0.09% | 79 |
|
|
2022
Q3 | $391K | Sell |
7,851
-1,394
| -15% | -$69.4K | 0.11% | 78 |
|
|
2022
Q2 | $483K | Buy |
+9,245
| New | +$483K | 0.14% | 66 |
|