FinTrust Capital Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $165K | Buy |
2,495
+1,294
| +108% | +$85.3K | 0.03% | 338 |
|
|
2024
Q2 | $86.7K | Buy |
1,201
+436
| +57% | +$31.5K | 0.02% | 426 |
|
|
2024
Q1 | $51.3K | Sell |
765
-65
| -8% | -$4.36K | 0.01% | 505 |
|
|
2023
Q4 | $54.6K | Sell |
830
-359
| -30% | -$23.6K | 0.01% | 458 |
|
|
2023
Q3 | $76.5K | Buy |
1,189
+286
| +32% | +$18.4K | 0.02% | 389 |
|
|
2023
Q2 | $51.4K | Hold |
903
| – | – | 0.01% | 437 |
|
|
2023
Q1 | $51.4K | Hold |
903
| – | – | 0.01% | 437 |
|
|
2022
Q4 | $51.4K | Hold |
903
| – | – | 0.01% | 437 |
|
|
2022
Q3 | $46K | Sell |
903
-32
| -3% | -$1.63K | 0.01% | 522 |
|
|
2022
Q2 | $46K | Buy |
935
+520
| +125% | +$25.6K | 0.01% | 542 |
|
|
2022
Q1 | $23K | Buy |
+415
| New | +$23K | 0.01% | 735 |
|