Heritage Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-420
| Closed | -$25.4K | – | 562 |
|
|
2023
Q2 | $25.4K | Hold |
420
| – | – | ﹤0.01% | 381 |
|
|
2023
Q1 | $24.2K | Hold |
420
| – | – | ﹤0.01% | 389 |
|
|
2022
Q4 | $23.9K | Hold |
420
| – | – | ﹤0.01% | 396 |
|
|
2022
Q3 | $20.9K | Hold |
420
| – | – | ﹤0.01% | 379 |
|
|
2022
Q2 | $22K | Hold |
420
| – | – | ﹤0.01% | 416 |
|
|
2022
Q1 | $23K | Buy |
+420
| New | +$23K | ﹤0.01% | 389 |
|