Icon Wealth Partners’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$288K	Buy	4,474 +810	+22%	+$52.2K	0.03%	241
2023 Q2	$221K	Sell	3,664 -109	-3%	-$6.58K	0.02%	301
2023 Q1	$217K	Buy	+3,773	New	+$217K	0.02%	305