Golden State Wealth Management’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$77.1K	Sell	1,094 -4	-0.4%	-$282	0.01%	549
2025 Q1	$80.5K	Buy	1,098 +1	+0.1%	+$73	0.01%	495
2024 Q4	$68.8K	Buy	+1,097	New	+$68.8K	0.01%	515