FDx Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,537
| Closed | -$304K | – | 329 |
|
|
2024
Q1 | $304K | Sell |
4,537
-19,399
| -81% | -$1.3M | 0.05% | 286 |
|
|
2023
Q4 | $1.58M | Buy |
23,936
+1,455
| +6% | +$95.7K | 0.12% | 170 |
|
|
2023
Q3 | $1.45M | Buy |
22,481
+8,901
| +66% | +$573K | 0.12% | 168 |
|
|
2023
Q2 | $820K | Sell |
13,580
-6,453
| -32% | -$390K | 0.05% | 340 |
|
|
2023
Q1 | $1.14M | Hold |
20,033
| – | – | 0.05% | 272 |
|
|
2022
Q4 | $1.14M | Sell |
20,033
-4,584
| -19% | -$261K | 0.05% | 272 |
|
|
2022
Q3 | $1.23M | Buy |
24,617
+1,151
| +5% | +$57.3K | 0.05% | 253 |
|
|
2022
Q2 | $1.23M | Buy |
23,466
+1,827
| +8% | +$95.5K | 0.05% | 281 |
|
|
2022
Q1 | $1.19M | Buy |
+21,639
| New | +$1.19M | 0.04% | 298 |
|