Lee Financial’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 |
-371
| Closed | -$24.4K | – | 697 |
|
|
2023
Q4 | $24.4K | Hold |
371
| – | – | ﹤0.01% | 294 |
|
|
2023
Q3 | $23.9K | Buy |
371
+84
| +29% | +$5.41K | ﹤0.01% | 283 |
|
|
2023
Q2 | $17.3K | Hold |
287
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $16.5K | Sell |
287
-130
| -31% | -$7.48K | ﹤0.01% | 341 |
|
|
2022
Q4 | $23.7K | Hold |
417
| – | – | ﹤0.01% | 321 |
|
|
2022
Q3 | $21K | Hold |
417
| – | – | ﹤0.01% | 328 |
|
|
2022
Q2 | $22K | Sell |
417
-40
| -9% | -$2.11K | ﹤0.01% | 324 |
|
|
2022
Q1 | $25K | Buy |
+457
| New | +$25K | ﹤0.01% | 309 |
|