Prio Wealth Limited Partnership’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $332K | Hold |
5,034
| – | – | 0.01% | 218 |
|
|
2024
Q2 | $363K | Sell |
5,034
-1,006
| -17% | -$72.6K | 0.01% | 213 |
|
|
2024
Q1 | $405K | Buy |
6,040
+973
| +19% | +$65.2K | 0.01% | 205 |
|
|
2023
Q4 | $333K | Sell |
5,067
-707
| -12% | -$46.5K | 0.01% | 209 |
|
|
2023
Q3 | $372K | Hold |
5,774
| – | – | 0.01% | 201 |
|
|
2023
Q2 | $349K | Hold |
5,774
| – | – | 0.01% | 209 |
|
|
2023
Q1 | $332K | Sell |
5,774
-361
| -6% | -$20.8K | 0.01% | 212 |
|
|
2022
Q4 | $349K | Hold |
6,135
| – | – | 0.01% | 209 |
|
|
2022
Q3 | $305K | Hold |
6,135
| – | – | 0.01% | 214 |
|
|
2022
Q2 | $321K | Hold |
6,135
| – | – | 0.01% | 219 |
|
|
2022
Q1 | $337K | Buy |
+6,135
| New | +$337K | 0.01% | 221 |
|