Ironsides Asset Advisors’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 |
-11,845
| Closed | -$794K | – | 96 |
|
|
2024
Q1 | $794K | Buy |
11,845
+1,317
| +13% | +$88.3K | 0.27% | 26 |
|
|
2023
Q4 | $693K | Sell |
10,528
-474
| -4% | -$31.2K | 0.3% | 24 |
|
|
2023
Q3 | $708K | Hold |
11,002
| – | – | 0.32% | 25 |
|
|
2023
Q2 | $657K | Hold |
11,002
| – | – | 0.28% | 29 |
|
|
2023
Q1 | $633K | Hold |
11,002
| – | – | 0.29% | 30 |
|
|
2022
Q4 | $627K | Sell |
11,002
-100
| -0.9% | -$5.7K | 0.29% | 29 |
|
|
2022
Q3 | $552K | Hold |
11,102
| – | – | 0.25% | 32 |
|
|
2022
Q2 | $581K | Hold |
11,102
| – | – | 0.22% | 34 |
|
|
2022
Q1 | $610K | Buy |
+11,102
| New | +$610K | 0.19% | 42 |
|