Impact Partnership Wealth’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-250
Closed -$16.8K 609
2024
Q1
$16.8K Sell
250
-56
-18% -$3.75K 0.01% 403
2023
Q4
$20.1K Sell
306
-1,050
-77% -$69.1K 0.01% 414
2023
Q3
$87.3K Buy
1,356
+113
+9% +$7.28K 0.03% 333
2023
Q2
$75.1K Buy
+1,243
New +$75.1K 0.03% 223