MGIA
Matthew Goff Investment Advisor’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Hold |
5,606
| – | – | 0.07% | 79 |
|
|
2025
Q1 | $411K | Buy |
5,606
+98
| +2% | +$7.18K | 0.08% | 85 |
|
|
2024
Q4 | $345K | Hold |
5,508
| – | – | 0.06% | 86 |
|
|
2024
Q3 | $363K | Hold |
5,508
| – | – | 0.07% | 83 |
|
|
2024
Q2 | $398K | Sell |
5,508
-925
| -14% | -$66.8K | 0.08% | 82 |
|
|
2024
Q1 | $431K | Hold |
6,433
| – | – | 0.09% | 77 |
|
|
2023
Q4 | $423K | Hold |
6,433
| – | – | 0.09% | 75 |
|
|
2023
Q3 | $414K | Hold |
6,433
| – | – | 0.1% | 75 |
|
|
2023
Q2 | $388K | Buy |
6,433
+576
| +10% | +$34.8K | 0.09% | 78 |
|
|
2023
Q1 | $337K | Sell |
5,857
-4,000
| -41% | -$230K | 0.08% | 77 |
|
|
2022
Q4 | $561K | Buy |
9,857
+4,808
| +95% | +$274K | 0.15% | 65 |
|
|
2022
Q3 | $251K | Hold |
5,049
| – | – | 0.07% | 72 |
|
|
2022
Q2 | $264K | Sell |
5,049
-6,761
| -57% | -$354K | 0.07% | 71 |
|
|
2022
Q1 | $649K | Buy |
+11,810
| New | +$649K | 0.15% | 57 |
|