Focus Financial Network’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 |
-4,153
| Closed | -$274K | – | 701 |
|
|
2024
Q3 | $274K | Buy |
4,153
+63
| +2% | +$4.16K | 0.01% | 572 |
|
|
2024
Q2 | $300K | Buy |
4,090
+96
| +2% | +$7.04K | 0.01% | 527 |
|
|
2024
Q1 | $284K | Buy |
+3,994
| New | +$284K | 0.01% | 505 |
|
|
2023
Q4 | – | Sell |
-3,179
| Closed | -$205K | – | 745 |
|
|
2023
Q3 | $205K | Buy |
+3,179
| New | +$205K | 0.01% | 555 |
|
|
2022
Q3 | – | Sell |
-4,363
| Closed | -$228K | – | 498 |
|
|
2022
Q2 | $228K | Buy |
4,363
+170
| +4% | +$8.89K | 0.02% | 445 |
|
|
2022
Q1 | $230K | Buy |
+4,193
| New | +$230K | 0.02% | 472 |
|