L.J. Altfest & Co’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,495
| Closed | -$230K | – | 361 |
|
|
2024
Q3 | $230K | Buy |
3,495
+566
| +19% | +$37.2K | 0.03% | 305 |
|
|
2024
Q2 | $211K | Buy |
+2,929
| New | +$211K | 0.03% | 300 |
|
|
2023
Q4 | – | Sell |
-3,382
| Closed | -$218K | – | 324 |
|
|
2023
Q3 | $218K | Sell |
3,382
-11
| -0.3% | -$709 | 0.03% | 276 |
|
|
2023
Q2 | $205K | Buy |
+3,393
| New | +$205K | 0.03% | 281 |
|