Donoghue Forlines’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,398
| Closed | -$1.15M | – | 250 |
|
|
2024
Q3 | $1.15M | Buy |
17,398
+1,437
| +9% | +$94.8K | 0.33% | 111 |
|
|
2024
Q2 | $1.15M | Buy |
15,961
+575
| +4% | +$41.5K | 0.33% | 83 |
|
|
2024
Q1 | $1.03M | Sell |
15,386
-1,712
| -10% | -$115K | 0.29% | 85 |
|
|
2023
Q4 | $1.13M | Buy |
17,098
+604
| +4% | +$39.7K | 0.35% | 81 |
|
|
2023
Q3 | $1.06M | Buy |
16,494
+2,144
| +15% | +$138K | 0.38% | 88 |
|
|
2023
Q2 | $866K | Sell |
14,350
-5,173
| -26% | -$312K | 0.27% | 84 |
|
|
2023
Q1 | $1.12M | Buy |
+19,523
| New | +$1.12M | 0.4% | 74 |
|
|
2022
Q4 | – | Sell |
-11,371
| Closed | -$566K | – | 266 |
|
|
2022
Q3 | $566K | Sell |
11,371
-16,085
| -59% | -$801K | 0.2% | 89 |
|
|
2022
Q2 | $1.44M | Buy |
27,456
+6,432
| +31% | +$336K | 0.38% | 45 |
|
|
2022
Q1 | $1.16M | Buy |
+21,024
| New | +$1.16M | 0.25% | 105 |
|