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Legacy Advisors’s Shell SHEL Stock Holding History

Legacy Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,423
Closed -$690K – 341
2025
Q1 		$690K Buy
+9,423
New +$690K 0.07% 211
2024
Q3 		– Sell
-7,115
Closed -$514K – 387
2024
Q2 		$514K Buy
+7,115
New +$514K 0.06% 206