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Keating Wealth Management’s Shell SHEL Stock Holding History

Keating Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		$279K Sell
4,165
-177
-4% -$11.9K 0.17% 38
2023
Q4 		$286K Buy
+4,342
New +$286K 0.2% 36