Focused Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-956
| Closed | -$62.9K | – | 784 |
|
|
2023
Q4 | $62.9K | Buy |
956
+291
| +44% | +$19.1K | 0.01% | 278 |
|
|
2023
Q3 | $42.8K | Hold |
665
| – | – | 0.01% | 309 |
|
|
2023
Q2 | $40.2K | Buy |
665
+5
| +0.8% | +$302 | 0.01% | 338 |
|
|
2023
Q1 | $38K | Buy |
660
+6
| +0.9% | +$345 | 0.01% | 347 |
|
|
2022
Q4 | $37.3K | Buy |
654
+5
| +0.8% | +$285 | 0.01% | 339 |
|
|
2022
Q3 | $32K | Buy |
649
+5
| +0.8% | +$247 | 0.01% | 331 |
|
|
2022
Q2 | $34K | Buy |
644
+5
| +0.8% | +$264 | 0.01% | 323 |
|
|
2022
Q1 | $35K | Buy |
+639
| New | +$35K | 0.01% | 346 |
|