KLR Investment Advisors’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$377K Sell
5,210
-16,892
-76% -$1.22M 0.27% 104
2023
Q4
$1.45M Buy
+22,102
New +$1.45M 1.05% 23
2023
Q1
Sell
-4,123
Closed -$235K 186
2022
Q4
$235K Buy
+4,123
New +$235K 0.19% 156