McClarren Financial Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-182
| Closed | -$46K | – | 256 |
|
|
2025
Q1 | $46K | Buy |
+182
| New | +$46K | 0.03% | 143 |
|
|
2024
Q4 | – | Sell |
-65
| Closed | -$34 | – | 294 |
|
|
2024
Q3 | $34 | Sell |
65
-79
| -55% | -$41 | ﹤0.01% | 137 |
|
|
2024
Q2 | $44K | Sell |
144
-489
| -77% | -$149K | 0.03% | 153 |
|
|
2024
Q1 | $43K | Sell |
633
-127
| -17% | -$8.63K | 0.03% | 153 |
|
|
2023
Q4 | $50K | Buy |
760
+142
| +23% | +$9.34K | 0.04% | 156 |
|
|
2023
Q3 | $39K | Buy |
618
+109
| +21% | +$6.88K | 0.03% | 163 |
|
|
2023
Q2 | $30K | Buy |
+509
| New | +$30K | 0.02% | 189 |
|