Dogwood Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9K | Buy |
265
+3
| +1% | +$214 | 0.01% | 181 |
|
|
2025
Q1 | $19.2K | Buy |
262
+2
| +0.8% | +$147 | 0.01% | 157 |
|
|
2024
Q4 | $16.3K | Buy |
260
+3
| +1% | +$188 | 0.01% | 163 |
|
|
2024
Q3 | $16.9K | Buy |
257
+3
| +1% | +$198 | 0.01% | 149 |
|
|
2024
Q2 | $18.4K | Buy |
254
+2
| +0.8% | +$145 | 0.01% | 144 |
|
|
2024
Q1 | $16.9K | Buy |
252
+3
| +1% | +$201 | 0.01% | 165 |
|
|
2023
Q4 | $16.4K | Buy |
+249
| New | +$16.4K | 0.01% | 153 |
|