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Milestone Investment Advisors’s Shell SHEL Stock Holding History

Milestone Investment Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-145
Closed -$9.34K – 388
2023
Q3 		$9.34K Buy
+145
New +$9.34K ﹤0.01% 298