Hudson Valley Investment Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,980
| Closed | -$257K | – | 187 |
|
|
2024
Q2 | $257K | Hold |
3,980
| – | – | 0.03% | 160 |
|
|
2024
Q1 | $267K | Hold |
3,980
| – | – | 0.03% | 155 |
|
|
2023
Q4 | $257K | Hold |
3,980
| – | – | 0.04% | 160 |
|
|
2023
Q3 | $256K | Sell |
3,980
-2,355
| -37% | -$152K | 0.04% | 163 |
|
|
2023
Q2 | $383K | Sell |
6,335
-50
| -0.8% | -$3.02K | 0.05% | 157 |
|
|
2023
Q1 | $367K | Buy |
6,385
+550
| +9% | +$31.6K | 0.05% | 173 |
|
|
2022
Q4 | $332K | Sell |
5,835
-295
| -5% | -$16.8K | 0.05% | 179 |
|
|
2022
Q3 | $305K | Sell |
6,130
-200
| -3% | -$9.95K | 0.05% | 175 |
|
|
2022
Q2 | $331K | Buy |
6,330
+550
| +10% | +$28.8K | 0.05% | 165 |
|
|
2022
Q1 | $317K | Buy |
+5,780
| New | +$317K | 0.04% | 174 |
|