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LM Advisors’s Shell SHEL Stock Holding History

LM Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,340
Closed -$241K – 190
2024
Q2 		$241K Hold
3,340
– – ﹤0.01% 168
2024
Q1 		$224K Sell
3,340
-345
-9% -$23.1K 0.04% 197
2023
Q4 		$242K Buy
+3,685
New +$242K 0.05% 178