Financial Synergies Wealth 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 |
-104
| Closed | -$6.95K | – | 396 |
|
|
2024
Q1 | $6.95K | Sell |
104
-519
| -83% | -$34.7K | ﹤0.01% | 265 |
|
|
2023
Q4 | $35.5K | Buy |
623
+519
| +499% | +$29.6K | 0.01% | 106 |
|
|
2023
Q3 | $6.67K | Hold |
104
| – | – | ﹤0.01% | 254 |
|
|
2023
Q2 | $6.25K | Sell |
104
-319
| -75% | -$19.2K | ﹤0.01% | 252 |
|
|
2023
Q1 | $24.4K | Sell |
423
-200
| -32% | -$11.5K | ﹤0.01% | 158 |
|
|
2022
Q4 | $35.5K | Hold |
623
| – | – | 0.01% | 106 |
|
|
2022
Q3 | $31K | Buy |
623
+323
| +108% | +$16.1K | 0.01% | 110 |
|
|
2022
Q2 | $15.7K | Buy |
+300
| New | +$15.7K | ﹤0.01% | 145 |
|