Laidlaw Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,589
| Closed | -$368K | – | 229 |
|
|
2023
Q4 | $368K | Sell |
5,589
-30
| -0.5% | -$1.97K | 0.13% | 157 |
|
|
2023
Q3 | $362K | Sell |
5,619
-1,359
| -19% | -$87.5K | 0.12% | 184 |
|
|
2023
Q2 | $421K | Sell |
6,978
-321
| -4% | -$19.4K | 0.08% | 218 |
|
|
2023
Q1 | $420K | Sell |
7,299
-238
| -3% | -$13.7K | 0.09% | 218 |
|
|
2022
Q4 | $429K | Sell |
7,537
-500
| -6% | -$28.5K | 0.09% | 212 |
|
|
2022
Q3 | $400K | Sell |
8,037
-4,370
| -35% | -$217K | 0.09% | 199 |
|
|
2022
Q2 | $649K | Buy |
12,407
+963
| +8% | +$50.4K | 0.13% | 171 |
|
|
2022
Q1 | $629K | Buy |
+11,444
| New | +$629K | 0.11% | 188 |
|