M&R Capital Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $75.4K | Sell |
1,144
-45
| -4% | -$2.97K | 0.02% | 211 |
|
2024
Q2 | $85.8K | Sell |
1,189
-25
| -2% | -$1.8K | 0.02% | 186 |
|
2024
Q1 | $81.4K | Sell |
1,214
-175
| -13% | -$11.7K | 0.02% | 191 |
|
2023
Q4 | $91.4K | Buy |
1,389
+99
| +8% | +$6.51K | 0.02% | 204 |
|
2023
Q3 | $83.1K | Hold |
1,290
| – | – | 0.02% | 203 |
|
2023
Q2 | $77.9K | Hold |
1,290
| – | – | 0.02% | 210 |
|
2023
Q1 | $74.2K | Sell |
1,290
-194
| -13% | -$11.2K | 0.02% | 206 |
|
2022
Q4 | $84.5K | Sell |
1,484
-249
| -14% | -$14.2K | 0.02% | 196 |
|
2022
Q3 | $86K | Sell |
1,733
-120
| -6% | -$5.96K | 0.02% | 196 |
|
2022
Q2 | $96K | Hold |
1,853
| – | – | 0.03% | 194 |
|
2022
Q1 | $101K | Buy |
+1,853
| New | +$101K | 0.02% | 191 |
|