Freedom Investment Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,089
| Closed | -$656K | – | 823 |
|
|
2024
Q2 | $656K | Sell |
9,089
-1,802
| -17% | -$130K | 0.05% | 344 |
|
|
2024
Q1 | $730K | Sell |
10,891
-2,108
| -16% | -$141K | 0.06% | 335 |
|
|
2023
Q4 | $855K | Sell |
12,999
-1,343
| -9% | -$88.4K | 0.07% | 296 |
|
|
2023
Q3 | $923K | Sell |
14,342
-3,403
| -19% | -$219K | 0.11% | 222 |
|
|
2023
Q2 | $1.07M | Buy |
+17,745
| New | +$1.07M | 0.12% | 221 |
|