Kingswood Wealth Advisors’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 |
-3,862
| Closed | -$279K | – | 739 |
|
|
2024
Q2 | $279K | Sell |
3,862
-55
| -1% | -$3.97K | 0.03% | 546 |
|
|
2024
Q1 | $263K | Sell |
3,917
-8,755
| -69% | -$587K | 0.03% | 521 |
|
|
2023
Q4 | $834K | Sell |
12,672
-13,236
| -51% | -$871K | 0.09% | 233 |
|
|
2023
Q3 | $1.67M | Buy |
+25,908
| New | +$1.67M | 0.29% | 93 |
|