Glassman Wealth Services’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 |
-2,490
| Closed | -$164K | – | 1535 |
|
|
2023
Q4 | $164K | Sell |
2,490
-785
| -24% | -$51.7K | 0.02% | 226 |
|
|
2023
Q3 | $211K | Buy |
3,275
+1,135
| +53% | +$73.1K | 0.03% | 161 |
|
|
2023
Q2 | $129K | Sell |
2,140
-15
| -0.7% | -$906 | 0.02% | 229 |
|
|
2023
Q1 | $124K | Sell |
2,155
-1,026
| -32% | -$59K | 0.02% | 231 |
|
|
2022
Q4 | $181K | Sell |
3,181
-62
| -2% | -$3.53K | 0.03% | 190 |
|
|
2022
Q3 | $161K | Sell |
3,243
-20
| -0.6% | -$993 | 0.03% | 184 |
|
|
2022
Q2 | $171K | Buy |
+3,263
| New | +$171K | 0.04% | 181 |
|