NAAA
New Age Alpha Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-198,300
| Closed | -$13.1M | – | 878 |
|
|
2024
Q3 | $13.1M | Hold |
198,300
| – | – | 7.71% | 3 |
|
|
2024
Q2 | $14.3M | Hold |
198,300
| – | – | 7.8% | 5 |
|
|
2024
Q1 | $13.3M | Hold |
198,300
| – | – | 7.87% | 4 |
|
|
2023
Q4 | $13M | Buy |
+198,300
| New | +$13M | 9.73% | 2 |
|