Daymark Wealth Partners’s Shell SHEL Stock Holding History

Daymark Wealth Partners’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$683K	Buy
2025 Q2	$610K	Sell
2025 Q1	$729K	Sell
2024 Q4	$1.25M	Sell
2024 Q3	$1.45M	Buy
2024 Q2	$1.52M	Buy
2024 Q1	$209K	Sell
2023 Q4	$218K	Sell
2023 Q3	$237K	Buy