Financial Gravity Asset Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $879 | Buy |
+12
| New | +$879 | ﹤0.01% | 887 |
|
|
2024
Q2 | – | Sell |
-213
| Closed | -$14.2K | – | 2351 |
|
|
2024
Q1 | $14.2K | Buy |
213
+108
| +103% | +$7.21K | ﹤0.01% | 638 |
|
|
2023
Q4 | $6.93K | Buy |
105
+47
| +81% | +$3.1K | ﹤0.01% | 832 |
|
|
2023
Q3 | $3.84K | Sell |
58
-2
| -3% | -$132 | ﹤0.01% | 656 |
|
|
2023
Q2 | $17.3K | Buy |
60
+2
| +3% | +$577 | 0.05% | 167 |
|
|
2023
Q1 | $28 | Buy |
58
+1
| +2% | – | ﹤0.01% | 783 |
|
|
2022
Q4 | $4.74K | Buy |
57
+7
| +14% | +$581 | 0.02% | 412 |
|
|
2022
Q3 | $24 | Buy |
+50
| New | +$24 | ﹤0.01% | 702 |
|