MBA Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,667
| Closed | -$323K | – | 128 |
|
|
2022
Q4 | $323K | Sell |
5,667
-2,020
| -26% | -$115K | 0.21% | 91 |
|
|
2022
Q3 | $383K | Sell |
7,687
-65
| -0.8% | -$3.24K | 0.28% | 76 |
|
|
2022
Q2 | $405K | Sell |
7,752
-60
| -0.8% | -$3.14K | 0.28% | 77 |
|
|
2022
Q1 | $429K | Buy |
+7,812
| New | +$429K | 0.27% | 87 |
|