Institute for Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,136
| Closed | -$202K | – | 486 |
|
|
2023
Q3 | $202K | Buy |
+3,136
| New | +$202K | 0.04% | 427 |
|
|
2023
Q1 | – | Sell |
-3,580
| Closed | -$204K | – | 459 |
|
|
2022
Q4 | $204K | Buy |
+3,580
| New | +$204K | 0.04% | 423 |
|
|
2022
Q2 | – | Sell |
-4,096
| Closed | -$225K | – | 548 |
|
|
2022
Q1 | $225K | Buy |
+4,096
| New | +$225K | 0.04% | 488 |
|