IWA
IBEX Wealth Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
151,522
+5,872
| +4% | +$413K | 1.14% | 25 |
|
|
2025
Q1 | $10.7M | Buy |
145,650
+3,433
| +2% | +$252K | 1.41% | 21 |
|
|
2024
Q4 | $8.91M | Buy |
+142,217
| New | +$8.91M | 1.05% | 27 |
|
|
2024
Q3 | – | Sell |
-137,074
| Closed | -$9.89M | – | 240 |
|
|
2024
Q2 | $9.89M | Sell |
137,074
-1,472
| -1% | -$106K | 1.54% | 16 |
|
|
2024
Q1 | $7.89M | Buy |
138,546
+138,411
| +102,527% | +$7.88M | 2.14% | 15 |
|
|
2023
Q4 | $8.9K | Sell |
135
-136,407
| -100% | -$8.99M | 1.93% | 13 |
|
|
2023
Q3 | $8.79M | Buy |
+136,542
| New | +$8.79M | 2.24% | 8 |
|
|
2023
Q1 | $8.05M | Buy |
139,964
+1,418
| +1% | +$81.6K | 2.09% | 12 |
|
|
2022
Q4 | $7.89M | Sell |
138,546
-767
| -0.6% | -$43.7K | 1.78% | 16 |
|
|
2022
Q3 | $6.93M | Sell |
139,313
-112
| -0.1% | -$5.57K | 1.8% | 14 |
|
|
2022
Q2 | $7.29M | Buy |
+139,425
| New | +$7.29M | 1.68% | 12 |
|