Janiczek Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $180K | Buy |
2,495
+368
| +17% | +$26.6K | 0.04% | 199 |
|
|
2024
Q1 | $143K | Sell |
2,127
-347
| -14% | -$23.3K | 0.03% | 231 |
|
|
2023
Q4 | $163K | Buy |
2,474
+478
| +24% | +$31.5K | 0.04% | 194 |
|
|
2023
Q3 | $129K | Buy |
1,996
+1,757
| +735% | +$113K | 0.03% | 209 |
|
|
2023
Q2 | $14.4K | Buy |
239
+56
| +31% | +$3.38K | ﹤0.01% | 503 |
|
|
2023
Q1 | $11.4K | Hold |
183
| – | – | ﹤0.01% | 550 |
|
|
2022
Q4 | $10.9K | Hold |
183
| – | – | ﹤0.01% | 543 |
|
|
2022
Q3 | $9K | Buy |
183
+25
| +16% | +$1.23K | ﹤0.01% | 568 |
|
|
2022
Q2 | $8K | Sell |
158
-76
| -32% | -$3.85K | ﹤0.01% | 605 |
|
|
2022
Q1 | $13K | Buy |
+234
| New | +$13K | ﹤0.01% | 530 |
|