Dorchester Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,325
| Closed | -$201K | – | 161 |
|
|
2023
Q2 | $201K | Sell |
3,325
-4,850
| -59% | -$293K | 0.04% | 138 |
|
|
2023
Q1 | $470K | Sell |
8,175
-1,450
| -15% | -$83.4K | 0.1% | 104 |
|
|
2022
Q4 | $548K | Sell |
9,625
-1,200
| -11% | -$68.3K | 0.13% | 87 |
|
|
2022
Q3 | $539K | Sell |
10,825
-975
| -8% | -$48.5K | 0.12% | 95 |
|
|
2022
Q2 | $617K | Sell |
11,800
-25
| -0.2% | -$1.31K | 0.12% | 93 |
|
|
2022
Q1 | $812K | Buy |
+11,825
| New | +$812K | 0.13% | 82 |
|