Halpern Financial’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-338
| Closed | -$16.8K | – | 220 |
|
|
2022
Q3 | $16.8K | Buy |
338
+80
| +31% | +$3.98K | 0.01% | 121 |
|
|
2022
Q2 | $13.5K | Buy |
258
+158
| +158% | +$8.26K | 0.01% | 144 |
|
|
2022
Q1 | $5.49K | Hold |
100
| – | – | ﹤0.01% | 187 |
|
|
2021
Q4 | $4.34K | Sell |
100
-236
| -70% | -$10.2K | ﹤0.01% | 211 |
|
|
2021
Q3 | $15K | Hold |
336
| – | – | 0.01% | 141 |
|
|
2021
Q2 | $13.6K | Hold |
336
| – | – | 0.01% | 131 |
|
|
2021
Q1 | $13.2K | Hold |
336
| – | – | 0.01% | 124 |
|
|
2020
Q4 | $11.8K | Sell |
336
-13
| -4% | -$457 | 0.01% | 113 |
|
|
2020
Q3 | $8.78K | Buy |
349
+13
| +4% | +$327 | 0.01% | 118 |
|
|
2020
Q2 | $11K | Hold |
336
| – | – | 0.01% | 93 |
|
|
2020
Q1 | $11.7K | Hold |
336
| – | – | 0.01% | 78 |
|
|
2019
Q4 | $19.8K | Buy |
+336
| New | +$19.8K | 0.02% | 82 |
|