Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-60,000
Closed -$24K 825
2024
Q1
$24K Buy
+60,000
New +$3.84M ﹤0.01% 505
2023
Q4
Sell
-70,400
Closed -$5.54K 1160
2023
Q3
$5.54K Buy
+70,400
New +$4.38M ﹤0.01% 857
2023
Q1
Sell
-17,300
Closed -$20K 1614
2022
Q4
$20K Sell
17,300
-900
-5% -$49.6K ﹤0.01% 966
2022
Q3
$82K Sell
18,200
-18,000
-50% -$928K 0.01% 840
2022
Q2
$162K Buy
36,200
+14,600
+68% +$820K 0.01% 778
2022
Q1
$23K Buy
+21,600
New +$1.15M ﹤0.01% 1508

Other funds holding SHEL