OWA
Outlook Wealth Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,441
| Closed | -$358K | – | 280 |
|
|
2023
Q4 | $358K | Sell |
5,441
-37
| -0.7% | -$2.44K | 0.13% | 152 |
|
|
2023
Q3 | $353K | Buy |
5,478
+365
| +7% | +$23.5K | 0.13% | 150 |
|
|
2023
Q2 | $309K | Buy |
5,113
+1,503
| +42% | +$90.8K | 0.12% | 159 |
|
|
2023
Q1 | $208K | Sell |
3,610
-132
| -4% | -$7.6K | 0.09% | 175 |
|
|
2022
Q4 | $213K | Buy |
+3,742
| New | +$213K | 0.1% | 165 |
|