Harvest Investment Services’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
3,197
-2
-0.1% -$141 0.05% 286
2025
Q1
$234K Hold
3,199
0.07% 231
2024
Q4
$200K Buy
+3,199
New +$200K 0.05% 274