First Business Financial Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,140
| Closed | -$910K | – | 169 |
|
|
2023
Q3 | $910K | Buy |
14,140
+209
| +2% | +$13.5K | 0.12% | 83 |
|
|
2023
Q2 | $841K | Buy |
13,931
+194
| +1% | +$11.7K | 0.1% | 82 |
|
|
2023
Q1 | $790K | Buy |
13,737
+1,282
| +10% | +$73.8K | 0.1% | 84 |
|
|
2022
Q4 | $709K | Buy |
12,455
+308
| +3% | +$17.5K | 0.1% | 86 |
|
|
2022
Q3 | $604K | Buy |
12,147
+1,173
| +11% | +$58.3K | 0.09% | 89 |
|
|
2022
Q2 | $574K | Buy |
+10,974
| New | +$574K | 0.08% | 95 |
|