Pathstone Family Office’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.44M | Buy |
53,385
+32,238
| +152% | +$2.08M | 0.03% | 348 |
|
|
2023
Q2 | $1.26M | Buy |
21,147
+14,072
| +199% | +$840K | 0.02% | 413 |
|
|
2023
Q1 | $365K | Sell |
7,075
-32,483
| -82% | -$1.68M | 0.01% | 827 |
|
|
2022
Q4 | $1.29M | Buy |
39,558
+13,227
| +50% | +$431K | 0.01% | 675 |
|
|
2022
Q3 | $1.31M | Buy |
26,331
+21,138
| +407% | +$1.05M | 0.01% | 616 |
|
|
2022
Q2 | $272K | Buy |
+5,193
| New | +$272K | 0.01% | 839 |
|