Optimum Investment Advisors’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-400
Closed -$22.8K 767
2022
Q4
$22.8K Sell
400
-500
-56% -$28.5K 0.01% 469
2022
Q3
$45K Hold
900
0.02% 391
2022
Q2
$47K Buy
+900
New +$47K 0.02% 407