Kenfarb & Co’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $296K | Hold |
4,600
| – | – | 0.27% | 81 |
|
|
2023
Q2 | $278K | Hold |
4,600
| – | – | 0.24% | 90 |
|
|
2023
Q1 | $265K | Sell |
4,600
-1,000
| -18% | -$57.5K | 0.24% | 89 |
|
|
2022
Q4 | $319K | Hold |
5,600
| – | – | 0.28% | 82 |
|
|
2022
Q3 | $279K | Sell |
5,600
-500
| -8% | -$24.9K | 0.27% | 82 |
|
|
2022
Q2 | $335K | Hold |
6,100
| – | – | 0.27% | 84 |
|
|
2022
Q1 | $335K | Buy |
+6,100
| New | +$335K | 0.27% | 84 |
|