Opal Wealth 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	$116K	Buy	1,647 +7	+0.4%	+$493	0.03%	257
2025 Q1	$120K	Buy	+1,640	New	+$120K	0.04%	247
2024 Q3	–	Sell	-1,281	Closed	-$92.5K	–	992
2024 Q2	$92.5K	Buy	+1,281	New	+$92.5K	0.03%	285