First Trust Direct Indexing’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-66,386
| Closed | -$4.38M | – | 757 |
|
|
2024
Q3 | $4.38M | Sell |
66,386
-837
| -1% | -$55.2K | 0.23% | 77 |
|
|
2024
Q2 | $4.85M | Buy |
67,223
+1,256
| +2% | +$90.7K | 0.3% | 55 |
|
|
2024
Q1 | $4.42M | Sell |
65,967
-4,429
| -6% | -$297K | 0.33% | 50 |
|
|
2023
Q4 | $4.63M | Buy |
70,396
+15,013
| +27% | +$988K | 0.41% | 36 |
|
|
2023
Q3 | $3.57M | Sell |
55,383
-970
| -2% | -$62.4K | 0.41% | 37 |
|
|
2023
Q2 | $3.4M | Buy |
56,353
+562
| +1% | +$33.9K | 0.38% | 42 |
|
|
2023
Q1 | $3.21M | Buy |
55,791
+2,199
| +4% | +$127K | 0.38% | 42 |
|
|
2022
Q4 | $3.05M | Buy |
53,592
+752
| +1% | +$42.8K | 0.4% | 40 |
|
|
2022
Q3 | $2.63M | Buy |
52,840
+8,174
| +18% | +$407K | 0.38% | 43 |
|
|
2022
Q2 | $2.34M | Buy |
44,666
+6,920
| +18% | +$362K | 0.33% | 57 |
|
|
2022
Q1 | $2.07M | Buy |
+37,746
| New | +$2.07M | 0.25% | 78 |
|