Moran Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-37,996
| Closed | -$2.45M | – | 450 |
|
|
2023
Q3 | $2.45M | Sell |
37,996
-113
| -0.3% | -$7.28K | 0.09% | 203 |
|
|
2023
Q2 | $2.3M | Sell |
38,109
-588
| -2% | -$35.5K | 0.09% | 212 |
|
|
2023
Q1 | $2.23M | Sell |
38,697
-923
| -2% | -$53.1K | 0.08% | 212 |
|
|
2022
Q4 | $2.26M | Buy |
+39,620
| New | +$2.26M | 0.09% | 204 |
|