GYL Financial Synergies’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$5.14M Buy
77,937
+2,746
+4% +$181K 0.39% 65
2024
Q2
$5.43M Buy
75,191
+5,147
+7% +$372K 0.42% 62
2024
Q1
$4.7M Buy
70,044
+2,319
+3% +$155K 0.37% 68
2023
Q4
$4.46M Buy
67,725
+1,427
+2% +$93.9K 0.37% 68
2023
Q3
$4.27M Buy
66,298
+42,029
+173% +$2.71M 0.41% 62
2023
Q2
$1.47M Buy
24,269
+1,524
+7% +$92K 0.13% 139
2023
Q1
$1.31M Buy
22,745
+2,551
+13% +$147K 0.16% 105
2022
Q4
$1.15M Buy
+20,194
New +$1.15M 0.25% 66