Karpas Strategies’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $639K | Hold |
8,852
| – | – | 0.2% | 72 |
|
|
2024
Q1 | $593K | Hold |
8,852
| – | – | 0.18% | 75 |
|
|
2023
Q4 | $582K | Hold |
8,852
| – | – | 0.19% | 73 |
|
|
2023
Q3 | $570K | Hold |
8,852
| – | – | 0.21% | 69 |
|
|
2023
Q2 | $534K | Hold |
8,852
| – | – | 0.18% | 78 |
|
|
2023
Q1 | $509K | Hold |
8,852
| – | – | 0.18% | 78 |
|
|
2022
Q4 | $504K | Hold |
8,852
| – | – | 0.18% | 81 |
|
|
2022
Q3 | $440K | Hold |
8,852
| – | – | 0.17% | 79 |
|
|
2022
Q2 | $463K | Hold |
8,852
| – | – | 0.16% | 83 |
|
|
2022
Q1 | $486K | Buy |
+8,852
| New | +$486K | 0.15% | 87 |
|