Kelly Financial Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-257
| Closed | -$18.6K | – | 638 |
|
2024
Q2 | $18.6K | Hold |
257
| – | – | 0.01% | 339 |
|
2024
Q1 | $17.3K | Hold |
257
| – | – | 0.01% | 352 |
|
2023
Q4 | $16.9K | Hold |
257
| – | – | 0.01% | 328 |
|
2023
Q3 | $16.6K | Hold |
257
| – | – | 0.01% | 304 |
|
2023
Q2 | $15.5K | Hold |
257
| – | – | 0.01% | 311 |
|
2023
Q1 | $14.8K | Sell |
257
-44
| -15% | -$2.54K | 0.01% | 303 |
|
2022
Q4 | $17.2K | Hold |
301
| – | – | 0.01% | 281 |
|
2022
Q3 | $15K | Hold |
301
| – | – | 0.01% | 284 |
|
2022
Q2 | $15.8K | Buy |
301
+2
| +0.7% | +$105 | 0.01% | 276 |
|
2022
Q1 | $16.4K | Buy |
+299
| New | +$16.4K | 0.01% | 289 |
|