Foster Victor Wealth Advisors’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 |
-4,380
| Closed | -$299K | – | 202 |
|
|
2024
Q3 | $299K | Buy |
4,380
+230
| +6% | +$15.7K | 0.02% | 158 |
|
|
2024
Q2 | $302K | Sell |
4,150
-29
| -0.7% | -$2.11K | 0.03% | 156 |
|
|
2024
Q1 | $304K | Hold |
4,179
| – | – | 0.03% | 137 |
|
|
2023
Q4 | $270K | Buy |
4,179
+831
| +25% | +$53.7K | 0.03% | 143 |
|
|
2023
Q3 | $216K | Buy |
+3,348
| New | +$216K | 0.03% | 148 |
|