MBE Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,679
| Closed | -$247K | – | 96 |
|
|
2024
Q1 | $247K | Hold |
3,679
| – | – | 0.15% | 73 |
|
|
2023
Q4 | $242K | Hold |
3,679
| – | – | 0.12% | 74 |
|
|
2023
Q3 | $237K | Hold |
3,679
| – | – | 0.14% | 63 |
|
|
2023
Q2 | $222K | Buy |
3,679
+1
| +0% | +$60 | 0.12% | 69 |
|
|
2023
Q1 | $212K | Hold |
3,678
| – | – | 0.12% | 70 |
|
|
2022
Q4 | $209K | Buy |
+3,678
| New | +$209K | 0.14% | 64 |
|